Sound View Wealth Advisors Group’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History

Sound View Wealth Advisors 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 Q1	–	Sell	-6,156	Closed	-$274K	–	388
2023 Q4	$274K	Sell	6,156 -1,124	-15%	-$48.4K	0.03%	323
2023 Q3	$304K	Sell	7,280 -45	-0.6%	-$1.89K	0.04%	283
2023 Q2	$305K	Hold	7,325	–	–	0.04%	285
2023 Q1	$285K	Buy	7,325 +1,169	+19%	+$43.1K	0.04%	288
2022 Q4	$274K	Buy	+6,156	New	+$212K	0.03%	323

Other funds holding NAPR

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

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

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sound View Wealth Advisors Group's NAPR Position: Q1 2024 in Review

Sound View Wealth Advisors Group sold out of Innovator Growth-100 Power Buffer ETF April (NAPR) in Q1 2024, closing a stake of 6,156 shares — an estimated $274K sold.

Sound View Wealth Advisors Group first reported a position in NAPR in Q4 2022 and held it in 5 quarters. The position peaked at $305K in Q2 2023. 72 funds tracked by Wall St. Rank hold NAPR as of Q1 2024.

Sound View Wealth Advisors Group reported no remaining Innovator Growth-100 Power Buffer ETF April position as of Q1 2024 after selling out during the quarter.
Sound View Wealth Advisors Group sold 6,156 Innovator Growth-100 Power Buffer ETF April shares in Q1 2024, an estimated $274K.
Sound View Wealth Advisors Group first reported a position in Innovator Growth-100 Power Buffer ETF April in Q4 2022 and held it in 5 quarters.
Sound View Wealth Advisors Group's Innovator Growth-100 Power Buffer ETF April position peaked at $305K in Q2 2023.
72 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF April as of Q1 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2024, filed 9 May 2024.