HWM
HFG Wealth Management’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Sell |
483,063
-4,838
| -1% | -$133K | 8.11% | 2 |
|
|
2025
Q1 | $13M | Sell |
487,901
-178,943
| -27% | -$4.78M | 7.89% | 2 |
|
|
2024
Q4 | $18.9M | Buy |
666,844
+7,273
| +1% | +$207K | 12.29% | 1 |
|
|
2024
Q3 | $17.8M | Hold |
659,571
| – | – | 11.37% | 1 |
|
|
2024
Q2 | $17.8M | Sell |
659,571
-38,977
| -6% | -$1.05M | 11.37% | 1 |
|
|
2024
Q1 | $19M | Buy |
698,548
+66,728
| +11% | +$1.81M | 11.17% | 2 |
|
|
2023
Q4 | $16.3M | Buy |
+631,820
| New | +$16.3M | 3.99% | 6 |
|