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Summit Wealth Partners’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

Summit Wealth Partners’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
2024
Q3 		– Sell
-11,851
Closed -$320K – 240
2024
Q2 		$320K Sell
11,851
-264
-2% -$7.13K 0.07% 174
2024
Q1 		$329K Buy
12,115
+276
+2% +$7.19K 0.07% 167
2023
Q4 		$305K Sell
11,839
-3,470
-23% -$85.2K 0.07% 159
2023
Q3 		$370K Sell
15,309
-2,666
-15% -$65.9K 0.09% 128
2023
Q2 		$448K Buy
17,975
+3,215
+22% +$79.4K 0.11% 114
2023
Q1 		$362K Sell
14,760
-1,647
-10% -$40.3K 0.09% 131
2022
Q4 		$392K Hold
16,407
– – 0.1% 122
2022
Q3 		$355K Hold
16,407
– – 0.1% 114
2022
Q2 		$374K Buy
+16,407
New +$389K 0.1% 108

Other funds holding IAPR

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Summit Wealth Partners's IAPR Position: Q3 2024 in Review

Summit Wealth Partners sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q3 2024, closing a stake of 11,851 shares — an estimated $320K sold.

Summit Wealth Partners first reported a position in IAPR in Q2 2022 and held it in 9 quarters. The position peaked at $448K in Q2 2023. 77 funds tracked by Wall St. Rank hold IAPR as of Q3 2024.

  • Summit Wealth Partners reported no remaining Innovator International Developed Power Buffer ETF April position as of Q3 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 11,851 Innovator International Developed Power Buffer ETF April shares in Q3 2024, an estimated $320K.
  • Summit Wealth Partners first reported a position in Innovator International Developed Power Buffer ETF April in Q2 2022 and held it in 9 quarters.
  • Summit Wealth Partners's Innovator International Developed Power Buffer ETF April position peaked at $448K in Q2 2023.
  • 77 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q3 2024.

Based on Summit Wealth Partners's 13F filing for Q3 2024, filed 28 Oct 2024.