Commonwealth Equity Services
APRD

Commonwealth Equity Services’s Innovator Premium Income 10 Barrier ETF - April APRD Stock Holding History

Commonwealth Equity Services’s Portfolio APRD Stock Details APRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,475
Closed -$209K – 4240
2024
Q3 		$209K Sell
8,475
-1,029
-11% -$25.5K ﹤0.01% 3664
2024
Q2 		$234K Sell
9,504
-3,757
-28% -$92.7K ﹤0.01% 3518
2024
Q1 		$325K Sell
13,261
-9,301
-41% -$232K ﹤0.01% 3202
2023
Q4 		$559K Sell
22,562
-6,975
-24% -$174K ﹤0.01% 2610
2023
Q3 		$727K Buy
29,537
+1,115
+4% +$28K ﹤0.01% 2295
2023
Q2 		$708K Buy
+28,422
New +$706K ﹤0.01% 2355

Other funds holding APRD

CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CFG
Chapman Financial Group Kailua, Hawaii $150M AUM 21.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services's APRD Position: Q4 2024 in Review

Commonwealth Equity Services sold out of Innovator Premium Income 10 Barrier ETF - April (APRD) in Q4 2024, closing a stake of 8,475 shares — an estimated $209K sold.

Commonwealth Equity Services first reported a position in APRD in Q2 2023 and held it in 6 quarters. The position peaked at $727K in Q3 2023. 9 funds tracked by Wall St. Rank hold APRD as of Q4 2024.

  • Commonwealth Equity Services reported no remaining Innovator Premium Income 10 Barrier ETF - April position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 8,475 Innovator Premium Income 10 Barrier ETF - April shares in Q4 2024, an estimated $209K.
  • Commonwealth Equity Services first reported a position in Innovator Premium Income 10 Barrier ETF - April in Q2 2023 and held it in 6 quarters.
  • Commonwealth Equity Services's Innovator Premium Income 10 Barrier ETF - April position peaked at $727K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Innovator Premium Income 10 Barrier ETF - April as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.