LIWM
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Long Island Wealth Management’s Innovator Emerging Markets Power Buffer ETF April EAPR Stock Holding History

Long Island Wealth Management’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
2024
Q1 		– Sell
-1,170
Closed -$29K – 167
2023
Q4 		$29K Buy
+1,170
New +$28.4K 0.02% 153

Other funds holding EAPR

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Long Island Wealth Management's EAPR Position: Q1 2024 in Review

Long Island Wealth Management sold out of Innovator Emerging Markets Power Buffer ETF April (EAPR) in Q1 2024, closing a stake of 1,170 shares — an estimated $29K sold.

Long Island Wealth Management first reported a position in EAPR in Q4 2023 and held it in 1 quarter. The position peaked at $29K in Q4 2023. 52 funds tracked by Wall St. Rank hold EAPR as of Q1 2024.

  • Long Island Wealth Management reported no remaining Innovator Emerging Markets Power Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 1,170 Innovator Emerging Markets Power Buffer ETF April shares in Q1 2024, an estimated $29K.
  • Long Island Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF April in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Innovator Emerging Markets Power Buffer ETF April position peaked at $29K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF April as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.