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Personal CFO Solutions’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-425,437
Closed -$12.1M – 529
2024
Q3 		$12.1M Buy
425,437
+3,120
+0.7% +$86.1K 1.69% 7
2024
Q2 		$11.4M Buy
+422,317
New +$11.4M 1.75% 7
2024
Q1 		– Sell
-412,922
Closed -$10.6M – 557
2023
Q4 		$10.6M Sell
412,922
-5,144
-1% -$126K 1.84% 7
2023
Q3 		$10.1M Sell
418,066
-3,945
-0.9% -$97.5K 2% 5
2023
Q2 		$10.5M Buy
422,011
+5,917
+1% +$146K 2.13% 5
2023
Q1 		$10.2M Buy
416,094
+403,115
+3,106% +$9.86M 2.11% 5
2022
Q4 		$310K Buy
+12,979
New +$300K 0.07% 284
2022
Q3 		– Sell
-9,617
Closed -$219K – 442
2022
Q2 		$219K Buy
+9,617
New +$228K 0.05% 366

Other funds holding IAPR

HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Personal CFO Solutions's IAPR Position: Q4 2024 in Review

Personal CFO Solutions sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q4 2024, closing a stake of 425,437 shares — an estimated $12.1M sold.

Personal CFO Solutions first reported a position in IAPR in Q2 2022 and held it in 8 quarters. The position peaked at $12.1M in Q3 2024. 84 funds tracked by Wall St. Rank hold IAPR as of Q4 2024.

  • Personal CFO Solutions reported no remaining Innovator International Developed Power Buffer ETF April position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 425,437 Innovator International Developed Power Buffer ETF April shares in Q4 2024, an estimated $12.1M.
  • Personal CFO Solutions first reported a position in Innovator International Developed Power Buffer ETF April in Q2 2022 and held it in 8 quarters.
  • Personal CFO Solutions's Innovator International Developed Power Buffer ETF April position peaked at $12.1M in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.