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SageView Advisory Group’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History

SageView Advisory Group’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
Q2 		– Sell
-20,576
Closed -$512K – 663
2024
Q1 		$512K Buy
+20,576
New +$926K 0.03% 314

Other funds holding NAPR

FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SageView Advisory Group's NAPR Position: Q2 2024 in Review

SageView Advisory Group sold out of Innovator Growth-100 Power Buffer ETF April (NAPR) in Q2 2024, closing a stake of 20,576 shares — an estimated $512K sold.

SageView Advisory Group first reported a position in NAPR in Q1 2024 and held it in 1 quarter. The position peaked at $512K in Q1 2024. 91 funds tracked by Wall St. Rank hold NAPR as of Q2 2024.

  • SageView Advisory Group reported no remaining Innovator Growth-100 Power Buffer ETF April position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 20,576 Innovator Growth-100 Power Buffer ETF April shares in Q2 2024, an estimated $512K.
  • SageView Advisory Group first reported a position in Innovator Growth-100 Power Buffer ETF April in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's Innovator Growth-100 Power Buffer ETF April position peaked at $512K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF April as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.