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D.B. Root & Company’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

D.B. Root & Company’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
-9,496
Closed -$270K – 191
2024
Q3 		$270K Sell
9,496
-10,330
-52% -$285K 0.09% 145
2024
Q2 		$536K Buy
+19,826
New +$535K 0.18% 99

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MMA
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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

D.B. Root & Company's IAPR Position: Q4 2024 in Review

D.B. Root & Company sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q4 2024, closing a stake of 9,496 shares — an estimated $270K sold.

D.B. Root & Company first reported a position in IAPR in Q2 2024 and held it in 2 quarters. The position peaked at $536K in Q2 2024. 84 funds tracked by Wall St. Rank hold IAPR as of Q4 2024.

  • D.B. Root & Company reported no remaining Innovator International Developed Power Buffer ETF April position as of Q4 2024 after selling out during the quarter.
  • D.B. Root & Company sold 9,496 Innovator International Developed Power Buffer ETF April shares in Q4 2024, an estimated $270K.
  • D.B. Root & Company first reported a position in Innovator International Developed Power Buffer ETF April in Q2 2024 and held it in 2 quarters.
  • D.B. Root & Company's Innovator International Developed Power Buffer ETF April position peaked at $536K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q4 2024.

Based on D.B. Root & Company's 13F filing for Q4 2024, filed 17 Jan 2025.