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Synergy Asset Management’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History

Synergy Asset Management’s Portfolio NAPR Stock Details NAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-99
Closed -$4.82K – 561
2024
Q4 		$4.82K Buy
+99
New +$4.92K ﹤0.01% 574

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Osaic Holdings
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PS
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RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Synergy Asset Management's NAPR Position: Q1 2025 in Review

Synergy Asset Management sold out of Innovator Growth-100 Power Buffer ETF April (NAPR) in Q1 2025, closing a stake of 99 shares — an estimated $4.82K sold.

Synergy Asset Management first reported a position in NAPR in Q4 2024 and held it in 1 quarter. The position peaked at $4.82K in Q4 2024. 86 funds tracked by Wall St. Rank hold NAPR as of Q1 2025.

  • Synergy Asset Management reported no remaining Innovator Growth-100 Power Buffer ETF April position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 99 Innovator Growth-100 Power Buffer ETF April shares in Q1 2025, an estimated $4.82K.
  • Synergy Asset Management first reported a position in Innovator Growth-100 Power Buffer ETF April in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Innovator Growth-100 Power Buffer ETF April position peaked at $4.82K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF April as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.