SPWM
Straight Path Wealth Management’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
14,149
+763
| +6% | +$22.3K | 0.14% | 66 |
|
|
2025
Q1 | $369K | Sell |
13,386
-1,892
| -12% | -$52.1K | 0.15% | 63 |
|
|
2024
Q4 | $408K | Buy |
15,278
+410
| +3% | +$10.9K | 0.16% | 64 |
|
|
2024
Q3 | $422K | Buy |
14,868
+1,796
| +14% | +$51K | 0.18% | 56 |
|
|
2024
Q2 | $353K | Buy |
13,072
+330
| +3% | +$8.92K | 0.18% | 66 |
|
|
2024
Q1 | $346K | Hold |
12,742
| – | – | 0.19% | 63 |
|
|
2023
Q4 | $328K | Buy |
12,742
+800
| +7% | +$20.6K | 0.19% | 62 |
|
|
2023
Q3 | $288K | Buy |
11,942
+950
| +9% | +$22.9K | 0.2% | 60 |
|
|
2023
Q2 | $274K | Buy |
+10,992
| New | +$274K | 0.19% | 63 |
|