Cerity Partners
APRH icon

Cerity Partners’s Innovator Premium Income 20 Barrier ETF April APRH Stock Holding History

Cerity Partners’s Portfolio APRH Stock Details APRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,358
Closed -$206K – 2531
2024
Q2 		$206K Buy
+8,358
New +$206K ﹤0.01% 2017

Other funds holding APRH

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cerity Partners's APRH Position: Q3 2024 in Review

Cerity Partners sold out of Innovator Premium Income 20 Barrier ETF April (APRH) in Q3 2024, closing a stake of 8,358 shares — an estimated $206K sold.

Cerity Partners first reported a position in APRH in Q2 2024 and held it in 1 quarter. The position peaked at $206K in Q2 2024. 19 funds tracked by Wall St. Rank hold APRH as of Q3 2024.

  • Cerity Partners reported no remaining Innovator Premium Income 20 Barrier ETF April position as of Q3 2024 after selling out during the quarter.
  • Cerity Partners sold 8,358 Innovator Premium Income 20 Barrier ETF April shares in Q3 2024, an estimated $206K.
  • Cerity Partners first reported a position in Innovator Premium Income 20 Barrier ETF April in Q2 2024 and held it in 1 quarter.
  • Cerity Partners's Innovator Premium Income 20 Barrier ETF April position peaked at $206K in Q2 2024.
  • 19 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF April as of Q3 2024.

Based on Cerity Partners's 13F filing for Q3 2024, filed 12 Nov 2024.