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

Grand Wealth 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
2023
Q3 		– Sell
-2,759
Closed -$85.3K – 74
2023
Q2 		$85.3K Buy
+2,759
New +$82.5K 0.05% 46

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PCM
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Grand Wealth Management sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q3 2023, closing a stake of 2,759 shares — an estimated $85.3K sold.

Grand Wealth Management first reported a position in PAPR in Q2 2023 and held it in 1 quarter. The position peaked at $85.3K in Q2 2023. 155 funds tracked by Wall St. Rank hold PAPR as of Q3 2023.

  • Grand Wealth Management reported no remaining Innovator US Equity Power Buffer ETF April position as of Q3 2023 after selling out during the quarter.
  • Grand Wealth Management sold 2,759 Innovator US Equity Power Buffer ETF April shares in Q3 2023, an estimated $85.3K.
  • Grand Wealth Management first reported a position in Innovator US Equity Power Buffer ETF April in Q2 2023 and held it in 1 quarter.
  • Grand Wealth Management's Innovator US Equity Power Buffer ETF April position peaked at $85.3K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q3 2023.

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