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Spire Wealth Management’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

Spire Wealth Management’s Portfolio IAPR Stock Details IAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-853
Closed -$20.9K – 2458
2023
Q1 		$20.9K Buy
+853
New +$20.9K ﹤0.01% 1601

Other funds holding IAPR

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

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

Spire Wealth Management sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q2 2023, closing a stake of 853 shares — an estimated $20.9K sold.

Spire Wealth Management first reported a position in IAPR in Q1 2023 and held it in 1 quarter. The position peaked at $20.9K in Q1 2023. 74 funds tracked by Wall St. Rank hold IAPR as of Q2 2023.

  • Spire Wealth Management reported no remaining Innovator International Developed Power Buffer ETF April position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 853 Innovator International Developed Power Buffer ETF April shares in Q2 2023, an estimated $20.9K.
  • Spire Wealth Management first reported a position in Innovator International Developed Power Buffer ETF April in Q1 2023 and held it in 1 quarter.
  • Spire Wealth Management's Innovator International Developed Power Buffer ETF April position peaked at $20.9K in Q1 2023.
  • 74 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q2 2023.

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