SRA
APRH icon

Secured Retirement Advisors’s Innovator Premium Income 20 Barrier ETF April APRH Stock Holding History

Secured Retirement Advisors’s Portfolio APRH Stock Details APRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,370
Closed -$256K – 141
2024
Q3 		$256K Sell
10,370
-14,543
-58% -$361K 0.18% 100
2024
Q2 		$613K Buy
24,913
+3,509
+16% +$86.5K 0.48% 63
2024
Q1 		$525K Buy
21,404
+2,299
+12% +$57.1K 0.45% 70
2023
Q4 		$472K Buy
+19,105
New +$475K 0.45% 68

Other funds holding APRH

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Secured Retirement Advisors's APRH Position: Q4 2024 in Review

Secured Retirement Advisors sold out of Innovator Premium Income 20 Barrier ETF April (APRH) in Q4 2024, closing a stake of 10,370 shares — an estimated $256K sold.

Secured Retirement Advisors first reported a position in APRH in Q4 2023 and held it in 4 quarters. The position peaked at $613K in Q2 2024. 21 funds tracked by Wall St. Rank hold APRH as of Q4 2024.

  • Secured Retirement Advisors reported no remaining Innovator Premium Income 20 Barrier ETF April position as of Q4 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 10,370 Innovator Premium Income 20 Barrier ETF April shares in Q4 2024, an estimated $256K.
  • Secured Retirement Advisors first reported a position in Innovator Premium Income 20 Barrier ETF April in Q4 2023 and held it in 4 quarters.
  • Secured Retirement Advisors's Innovator Premium Income 20 Barrier ETF April position peaked at $613K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF April as of Q4 2024.

Based on Secured Retirement Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.