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Glovista Investments’s Innovator Emerging Markets Power Buffer ETF April EAPR Stock Holding History

Glovista Investments’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
2023
Q4 		$3.48M Sell
138,712
-3,514
-2% -$85.4K 1.62% 19
2023
Q3 		$3.42M Buy
142,226
+1,991
+1% +$49.1K 2.03% 17
2023
Q2 		$3.44M Buy
+140,235
New +$3.42M 1.82% 18

Other funds holding EAPR

TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Glovista Investments's EAPR Position: Q4 2023 in Review

Glovista Investments reduced its Innovator Emerging Markets Power Buffer ETF April (EAPR) stake by 2.5% in Q4 2023, selling an estimated $85.4K and leaving 138,712 shares worth $3.48M. The position accounts for 1.62% of the portfolio, ranked #19.

Glovista Investments first reported a position in EAPR in Q2 2023 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold EAPR as of Q4 2023.

  • Glovista Investments held 138,712 shares of Innovator Emerging Markets Power Buffer ETF April worth $3.48M as of Q4 2023.
  • Glovista Investments sold 3,514 Innovator Emerging Markets Power Buffer ETF April shares in Q4 2023, an estimated $85.4K.
  • Innovator Emerging Markets Power Buffer ETF April made up 1.62% of Glovista Investments's portfolio in Q4 2023, its #19 holding.
  • Glovista Investments first reported a position in Innovator Emerging Markets Power Buffer ETF April in Q2 2023 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF April as of Q4 2023.

Based on Glovista Investments's 13F filing for Q4 2023, filed 12 Feb 2024.