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Grand Wealth Management’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History

Grand Wealth Management’s Portfolio NAPR Stock Details NAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-517
Closed -$21.6K – 73
2023
Q2 		$21.6K Buy
+517
New +$20.6K 0.01% 57

Other funds holding NAPR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Grand Wealth Management's NAPR Position: Q3 2023 in Review

Grand Wealth Management sold out of Innovator Growth-100 Power Buffer ETF April (NAPR) in Q3 2023, closing a stake of 517 shares — an estimated $21.6K sold.

Grand Wealth Management first reported a position in NAPR in Q2 2023 and held it in 1 quarter. The position peaked at $21.6K in Q2 2023. 81 funds tracked by Wall St. Rank hold NAPR as of Q3 2023.

  • Grand Wealth Management reported no remaining Innovator Growth-100 Power Buffer ETF April position as of Q3 2023 after selling out during the quarter.
  • Grand Wealth Management sold 517 Innovator Growth-100 Power Buffer ETF April shares in Q3 2023, an estimated $21.6K.
  • Grand Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF April in Q2 2023 and held it in 1 quarter.
  • Grand Wealth Management's Innovator Growth-100 Power Buffer ETF April position peaked at $21.6K in Q2 2023.
  • 81 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF April as of Q3 2023.

Based on Grand Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.