CFGS
IAPR icon

Concourse Financial Group Securities’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

Concourse Financial Group Securities’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
Q2 		– Sell
-188
Closed -$5.08K – 2344
2024
Q1 		$5.11K Hold
188
– – ﹤0.01% 1877
2023
Q4 		$4.84K Hold
188
– – ﹤0.01% 1853
2023
Q3 		$4.54K Buy
188
+48
+34% +$1.19K ﹤0.01% 1839
2023
Q2 		$3.49K Buy
+140
New +$3.46K ﹤0.01% 1915

Other funds holding IAPR

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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 $2B AUM 27.02% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Concourse Financial Group Securities's IAPR Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q2 2024, closing a stake of 188 shares — an estimated $5.08K sold.

Concourse Financial Group Securities first reported a position in IAPR in Q2 2023 and held it in 4 quarters. The position peaked at $5.11K in Q1 2024. 84 funds tracked by Wall St. Rank hold IAPR as of Q2 2024.

  • Concourse Financial Group Securities reported no remaining Innovator International Developed Power Buffer ETF April position as of Q2 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 188 Innovator International Developed Power Buffer ETF April shares in Q2 2024, an estimated $5.08K.
  • Concourse Financial Group Securities first reported a position in Innovator International Developed Power Buffer ETF April in Q2 2023 and held it in 4 quarters.
  • Concourse Financial Group Securities's Innovator International Developed Power Buffer ETF April position peaked at $5.11K in Q1 2024.
  • 84 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.