NFG
IAPR icon

Next Financial Group’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

Next Financial Group’s Portfolio IAPR Stock Details IAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$66K Hold
2,537
– – ﹤0.01% 1346
2021
Q3 		$65K Hold
2,537
– – 0.01% 1298
2021
Q2 		$65K Buy
+2,537
New +$64.8K 0.01% 1284

Other funds holding IAPR

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DHGWA
Dixon Hughes Goodman Wealth Advisors Asheville, North Carolina $349M AUM
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's IAPR Position: Q4 2021 in Review

Next Financial Group held its Innovator International Developed Power Buffer ETF April (IAPR) position steady in Q4 2021 at 2,537 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Next Financial Group first reported a position in IAPR in Q2 2021 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold IAPR as of Q4 2021.

  • Next Financial Group held 2,537 shares of Innovator International Developed Power Buffer ETF April worth $66K as of Q4 2021.
  • Next Financial Group left its Innovator International Developed Power Buffer ETF April share count unchanged in Q4 2021.
  • Innovator International Developed Power Buffer ETF April made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1346 holding.
  • Next Financial Group first reported a position in Innovator International Developed Power Buffer ETF April in Q2 2021 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.