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Tradition Wealth Management’s Innovator Premium Income 20 Barrier ETF April APRH Stock Holding History

Tradition Wealth Management’s Portfolio APRH Stock Details APRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-600
Closed -$15K – 437
2023
Q4 		$15K Hold
600
– – ﹤0.01% 904
2023
Q3 		$15K Hold
600
– – ﹤0.01% 913
2023
Q2 		$15K Buy
+600
New +$14.9K ﹤0.01% 935

Other funds holding APRH

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

Tradition Wealth Management's APRH Position: Q1 2024 in Review

Tradition Wealth Management sold out of Innovator Premium Income 20 Barrier ETF April (APRH) in Q1 2024, closing a stake of 600 shares — an estimated $15K sold.

Tradition Wealth Management first reported a position in APRH in Q2 2023 and held it in 3 quarters. The position peaked at $15K in Q4 2023. 17 funds tracked by Wall St. Rank hold APRH as of Q1 2024.

  • Tradition Wealth Management reported no remaining Innovator Premium Income 20 Barrier ETF April position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 600 Innovator Premium Income 20 Barrier ETF April shares in Q1 2024, an estimated $15K.
  • Tradition Wealth Management first reported a position in Innovator Premium Income 20 Barrier ETF April in Q2 2023 and held it in 3 quarters.
  • Tradition Wealth Management's Innovator Premium Income 20 Barrier ETF April position peaked at $15K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF April as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.