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Summit Wealth Partners’s Innovator Emerging Markets Power Buffer ETF April EAPR Stock Holding History

Summit Wealth Partners’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
Q1 		– Sell
-8,909
Closed -$207K – 187
2022
Q4 		$207K Sell
8,909
-740
-8% -$16.7K 0.05% 172
2022
Q3 		$209K Hold
9,649
– – 0.06% 152
2022
Q2 		$224K Buy
+9,649
New +$228K 0.06% 150

Other funds holding EAPR

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
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Summit Wealth Partners's EAPR Position: Q1 2023 in Review

Summit Wealth Partners sold out of Innovator Emerging Markets Power Buffer ETF April (EAPR) in Q1 2023, closing a stake of 8,909 shares — an estimated $207K sold.

Summit Wealth Partners first reported a position in EAPR in Q2 2022 and held it in 3 quarters. The position peaked at $224K in Q2 2022. 33 funds tracked by Wall St. Rank hold EAPR as of Q1 2023.

  • Summit Wealth Partners reported no remaining Innovator Emerging Markets Power Buffer ETF April position as of Q1 2023 after selling out during the quarter.
  • Summit Wealth Partners sold 8,909 Innovator Emerging Markets Power Buffer ETF April shares in Q1 2023, an estimated $207K.
  • Summit Wealth Partners first reported a position in Innovator Emerging Markets Power Buffer ETF April in Q2 2022 and held it in 3 quarters.
  • Summit Wealth Partners's Innovator Emerging Markets Power Buffer ETF April position peaked at $224K in Q2 2022.
  • 33 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF April as of Q1 2023.

Based on Summit Wealth Partners's 13F filing for Q1 2023, filed 11 Sep 2024.