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Castle Wealth Management’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

Castle Wealth Management’s Portfolio IAPR Stock Details IAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,761
Closed -$363K – 120
2024
Q3 		$363K Sell
12,761
-5,492
-30% -$152K 0.14% 92
2024
Q2 		$494K Buy
+18,253
New +$493K 0.24% 76

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MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Castle Wealth Management's IAPR Position: Q4 2024 in Review

Castle Wealth Management sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q4 2024, closing a stake of 12,761 shares — an estimated $363K sold.

Castle Wealth Management first reported a position in IAPR in Q2 2024 and held it in 2 quarters. The position peaked at $494K in Q2 2024. 84 funds tracked by Wall St. Rank hold IAPR as of Q4 2024.

  • Castle Wealth Management reported no remaining Innovator International Developed Power Buffer ETF April position as of Q4 2024 after selling out during the quarter.
  • Castle Wealth Management sold 12,761 Innovator International Developed Power Buffer ETF April shares in Q4 2024, an estimated $363K.
  • Castle Wealth Management first reported a position in Innovator International Developed Power Buffer ETF April in Q2 2024 and held it in 2 quarters.
  • Castle Wealth Management's Innovator International Developed Power Buffer ETF April position peaked at $494K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q4 2024.

Based on Castle Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.