Sequoia Financial Advisors’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Sequoia Financial Advisors’s Portfolio BAPR Stock Details BAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,713	Closed	-$362K	–	1296
2024 Q2	$362K	Hold	8,713	–	–	﹤0.01%	819
2024 Q1	$349K	Hold	8,713	–	–	﹤0.01%	803
2023 Q4	$333K	Sell	8,713 -7,512	-46%	-$272K	﹤0.01%	881
2023 Q3	$567K	Hold	16,225	–	–	0.01%	484
2023 Q2	$581K	Hold	16,225	–	–	0.01%	484
2023 Q1	$545K	Buy	+16,225	New	+$524K	0.01%	444

Other funds holding BAPR

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sequoia Financial Advisors's BAPR Position: Q3 2024 in Review

Sequoia Financial Advisors sold out of Innovator US Equity Buffer ETF April (BAPR) in Q3 2024, closing a stake of 8,713 shares — an estimated $362K sold.

Sequoia Financial Advisors first reported a position in BAPR in Q1 2023 and held it in 6 quarters. The position peaked at $581K in Q2 2023. 100 funds tracked by Wall St. Rank hold BAPR as of Q3 2024.

Sequoia Financial Advisors reported no remaining Innovator US Equity Buffer ETF April position as of Q3 2024 after selling out during the quarter.
Sequoia Financial Advisors sold 8,713 Innovator US Equity Buffer ETF April shares in Q3 2024, an estimated $362K.
Sequoia Financial Advisors first reported a position in Innovator US Equity Buffer ETF April in Q1 2023 and held it in 6 quarters.
Sequoia Financial Advisors's Innovator US Equity Buffer ETF April position peaked at $581K in Q2 2023.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q3 2024.

Based on Sequoia Financial Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.