Forvis Mazars Wealth Advisors’s Innovator Emerging Markets Power Buffer ETF April EAPR Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio EAPR Stock Details EAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,851	Closed	-$255K	–	400
2024 Q4	$255K	Sell	9,851 -7,469	-43%	-$198K	0.01%	392
2024 Q3	$468K	Sell	17,320 -6,215	-26%	-$162K	0.01%	324
2024 Q2	$608K	Sell	23,535 -12,398	-35%	-$315K	0.02%	265
2024 Q1	$902K	Sell	35,933 -7,578	-17%	-$188K	0.02%	222
2023 Q4	$1.09M	Sell	43,511 -6,979	-14%	-$170K	0.03%	196
2023 Q3	$1.21M	Sell	50,490 -1,412	-3%	-$34.8K	0.04%	186
2023 Q2	$1.28M	Sell	51,902 -558	-1%	-$13.6K	0.04%	197
2023 Q1	$1.28M	Buy	52,460 +5,481	+12%	+$132K	0.04%	183
2022 Q4	$1.09M	Sell	46,979 -596	-1%	-$13.4K	0.04%	191
2022 Q3	$1.03M	Sell	47,575 -190	-0.4%	-$4.36K	0.04%	190
2022 Q2	$1.11M	Buy	+47,765	New	+$1.13M	0.04%	177

Other funds holding EAPR

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Forvis Mazars Wealth Advisors's EAPR Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of Innovator Emerging Markets Power Buffer ETF April (EAPR) in Q1 2025, closing a stake of 9,851 shares — an estimated $255K sold.

Forvis Mazars Wealth Advisors first reported a position in EAPR in Q2 2022 and held it in 11 quarters. The position peaked at $1.28M in Q1 2023. 48 funds tracked by Wall St. Rank hold EAPR as of Q1 2025.

Forvis Mazars Wealth Advisors reported no remaining Innovator Emerging Markets Power Buffer ETF April position as of Q1 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 9,851 Innovator Emerging Markets Power Buffer ETF April shares in Q1 2025, an estimated $255K.
Forvis Mazars Wealth Advisors first reported a position in Innovator Emerging Markets Power Buffer ETF April in Q2 2022 and held it in 11 quarters.
Forvis Mazars Wealth Advisors's Innovator Emerging Markets Power Buffer ETF April position peaked at $1.28M in Q1 2023.
48 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF April as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.