Sequoia Financial Advisors’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $465K | Hold |
9,109
| – | – | ﹤0.01% | 1025 |
|
2025
Q1 | $435K | Hold |
9,109
| – | – | ﹤0.01% | 902 |
|
2024
Q4 | $459K | Hold |
9,109
| – | – | ﹤0.01% | 834 |
|
2024
Q3 | $443K | Hold |
9,109
| – | – | ﹤0.01% | 799 |
|
2024
Q2 | $434K | Sell |
9,109
-590
| -6% | -$28.1K | 0.01% | 750 |
|
2024
Q1 | $441K | Sell |
9,699
-6,863
| -41% | -$312K | 0.01% | 723 |
|
2023
Q4 | $737K | Hold |
16,562
| – | – | 0.01% | 622 |
|
2023
Q3 | $693K | Hold |
16,562
| – | – | 0.01% | 423 |
|
2023
Q2 | $690K | Buy |
16,562
+7,453
| +82% | +$311K | 0.01% | 430 |
|
2023
Q1 | $355K | Buy |
+9,109
| New | +$355K | 0.01% | 567 |
|