IAIM
XAPR

International Assets Investment Management’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April XAPR Stock Holding History

International Assets Investment Management’s Portfolio XAPR Stock Details XAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,250
Closed -$225K – 2694
2024
Q2 		$225K Buy
+7,250
New +$222K 0.02% 650

Other funds holding XAPR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

International Assets Investment Management's XAPR Position: Q3 2024 in Review

International Assets Investment Management sold out of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April (XAPR) in Q3 2024, closing a stake of 7,250 shares — an estimated $225K sold.

International Assets Investment Management first reported a position in XAPR in Q2 2024 and held it in 1 quarter. The position peaked at $225K in Q2 2024. 18 funds tracked by Wall St. Rank hold XAPR as of Q3 2024.

  • International Assets Investment Management reported no remaining FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 7,250 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April shares in Q3 2024, an estimated $225K.
  • International Assets Investment Management first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April position peaked at $225K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.