Pillar Wealth Advisors’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History

Pillar Wealth Advisors’s Portfolio NAPR Stock Details NAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,075	Closed	-$289K	–	38
2024 Q2	$289K	Sell	6,075 -6,969	-53%	-$320K	0.35%	50
2024 Q1	$594K	Sell	13,044 -2,576	-16%	-$116K	0.45%	43
2023 Q4	$695K	Hold	15,620	–	–	0.54%	41
2023 Q3	$653K	Hold	15,620	–	–	0.57%	39
2023 Q2	$651K	Buy	15,620 +8,651	+124%	+$345K	0.54%	42
2023 Q1	$271K	Hold	6,969	–	–	0.27%	55
2022 Q4	$237K	Hold	6,969	–	–	0.23%	57
2022 Q3	$233K	Hold	6,969	–	–	0.23%	49
2022 Q2	$238K	Hold	6,969	–	–	0.24%	51
2022 Q1	$273K	Hold	6,969	–	–	0.26%	45
2021 Q4	$270K	Buy	+6,969	New	+$267K	0.26%	47

Other funds holding NAPR

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

SWP

Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pillar Wealth Advisors's NAPR Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Innovator Growth-100 Power Buffer ETF April (NAPR) in Q3 2024, closing a stake of 6,075 shares — an estimated $289K sold.

Pillar Wealth Advisors first reported a position in NAPR in Q4 2021 and held it in 11 quarters. The position peaked at $695K in Q4 2023. 87 funds tracked by Wall St. Rank hold NAPR as of Q3 2024.

Pillar Wealth Advisors reported no remaining Innovator Growth-100 Power Buffer ETF April position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 6,075 Innovator Growth-100 Power Buffer ETF April shares in Q3 2024, an estimated $289K.
Pillar Wealth Advisors first reported a position in Innovator Growth-100 Power Buffer ETF April in Q4 2021 and held it in 11 quarters.
Pillar Wealth Advisors's Innovator Growth-100 Power Buffer ETF April position peaked at $695K in Q4 2023.
87 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF April as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.