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GeoWealth Management’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

GeoWealth Management’s Portfolio PAPR Stock Details PAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,357
Closed -$348K – 923
2024
Q1 		$348K Buy
+10,357
New +$344K 0.01% 532

Other funds holding PAPR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

GeoWealth Management's PAPR Position: Q2 2024 in Review

GeoWealth Management sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q2 2024, closing a stake of 10,357 shares — an estimated $348K sold.

GeoWealth Management first reported a position in PAPR in Q1 2024 and held it in 1 quarter. The position peaked at $348K in Q1 2024. 213 funds tracked by Wall St. Rank hold PAPR as of Q2 2024.

  • GeoWealth Management reported no remaining Innovator US Equity Power Buffer ETF April position as of Q2 2024 after selling out during the quarter.
  • GeoWealth Management sold 10,357 Innovator US Equity Power Buffer ETF April shares in Q2 2024, an estimated $348K.
  • GeoWealth Management first reported a position in Innovator US Equity Power Buffer ETF April in Q1 2024 and held it in 1 quarter.
  • GeoWealth Management's Innovator US Equity Power Buffer ETF April position peaked at $348K in Q1 2024.
  • 213 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q2 2024.

Based on GeoWealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.