SWM
EAPR icon

Spire Wealth Management’s Innovator Emerging Markets Power Buffer ETF April EAPR Stock Holding History

Spire Wealth Management’s Portfolio EAPR Stock Details EAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-841
Closed -$20.6K – 2428
2023
Q1 		$20.6K Buy
+841
New +$20.2K ﹤0.01% 1605

Other funds holding EAPR

GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Spire Wealth Management's EAPR Position: Q2 2023 in Review

Spire Wealth Management sold out of Innovator Emerging Markets Power Buffer ETF April (EAPR) in Q2 2023, closing a stake of 841 shares — an estimated $20.6K sold.

Spire Wealth Management first reported a position in EAPR in Q1 2023 and held it in 1 quarter. The position peaked at $20.6K in Q1 2023. 44 funds tracked by Wall St. Rank hold EAPR as of Q2 2023.

  • Spire Wealth Management reported no remaining Innovator Emerging Markets Power Buffer ETF April position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 841 Innovator Emerging Markets Power Buffer ETF April shares in Q2 2023, an estimated $20.6K.
  • Spire Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF April in Q1 2023 and held it in 1 quarter.
  • Spire Wealth Management's Innovator Emerging Markets Power Buffer ETF April position peaked at $20.6K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF April as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.