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Raymond James Financial Services Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to April 2028 AAPR Stock Holding History

Raymond James Financial Services Advisors’s Portfolio AAPR Stock Details AAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.28M Buy
86,795
+52,081
+150% +$1.34M ﹤0.01% 1667
2024
Q2 		$878K Buy
+34,714
New +$861K ﹤0.01% 2172

Other funds holding AAPR

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Raymond James Financial Services Advisors's AAPR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) stake by 150% in Q3 2024, buying an estimated $1.34M and bringing the position to 86,795 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Raymond James Financial Services Advisors first reported a position in AAPR in Q2 2024 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold AAPR as of Q3 2024.

  • Raymond James Financial Services Advisors held 86,795 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $2.28M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 52,081 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q3 2024, an estimated $1.34M.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1667 holding.
  • Raymond James Financial Services Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q2 2024 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.