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EverSource Wealth Advisors’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

EverSource Wealth Advisors’s Portfolio BAPR Stock Details BAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-400
Closed -$17.3K – 3754
2024
Q3 		$17.3K Buy
+400
New +$16.8K ﹤0.01% 1567

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MPCL
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EverSource Wealth Advisors's BAPR Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Innovator US Equity Buffer ETF April (BAPR) in Q4 2024, closing a stake of 400 shares — an estimated $17.3K sold.

EverSource Wealth Advisors first reported a position in BAPR in Q3 2024 and held it in 1 quarter. The position peaked at $17.3K in Q3 2024. 103 funds tracked by Wall St. Rank hold BAPR as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Innovator US Equity Buffer ETF April position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 400 Innovator US Equity Buffer ETF April shares in Q4 2024, an estimated $17.3K.
  • EverSource Wealth Advisors first reported a position in Innovator US Equity Buffer ETF April in Q3 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Innovator US Equity Buffer ETF April position peaked at $17.3K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.