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Diligent Investors’s Innovator Premium Income 30 Barrier ETF April APRJ Stock Holding History

Diligent Investors’s Portfolio APRJ Stock Details APRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,370
Closed -$206K – 302
2023
Q2 		$206K Buy
+8,370
New +$207K 0.06% 260

Other funds holding APRJ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Diligent Investors's APRJ Position: Q3 2023 in Review

Diligent Investors sold out of Innovator Premium Income 30 Barrier ETF April (APRJ) in Q3 2023, closing a stake of 8,370 shares — an estimated $206K sold.

Diligent Investors first reported a position in APRJ in Q2 2023 and held it in 1 quarter. The position peaked at $206K in Q2 2023. 21 funds tracked by Wall St. Rank hold APRJ as of Q3 2023.

  • Diligent Investors reported no remaining Innovator Premium Income 30 Barrier ETF April position as of Q3 2023 after selling out during the quarter.
  • Diligent Investors sold 8,370 Innovator Premium Income 30 Barrier ETF April shares in Q3 2023, an estimated $206K.
  • Diligent Investors first reported a position in Innovator Premium Income 30 Barrier ETF April in Q2 2023 and held it in 1 quarter.
  • Diligent Investors's Innovator Premium Income 30 Barrier ETF April position peaked at $206K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF April as of Q3 2023.

Based on Diligent Investors's 13F filing for Q3 2023, filed 6 Nov 2023.