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%	+$9.9M	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

HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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. 85 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.
85 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.