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

Transform Wealth’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
2023
Q3 		– Sell
-176,938
Closed -$4.41M – 252
2023
Q2 		$4.41M Buy
+176,938
New +$4.37M 0.4% 84

Other funds holding IAPR

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Transform Wealth's IAPR Position: Q3 2023 in Review

Transform Wealth sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q3 2023, closing a stake of 176,938 shares — an estimated $4.41M sold.

Transform Wealth first reported a position in IAPR in Q2 2023 and held it in 1 quarter. The position peaked at $4.41M in Q2 2023. 72 funds tracked by Wall St. Rank hold IAPR as of Q3 2023.

  • Transform Wealth reported no remaining Innovator International Developed Power Buffer ETF April position as of Q3 2023 after selling out during the quarter.
  • Transform Wealth sold 176,938 Innovator International Developed Power Buffer ETF April shares in Q3 2023, an estimated $4.41M.
  • Transform Wealth first reported a position in Innovator International Developed Power Buffer ETF April in Q2 2023 and held it in 1 quarter.
  • Transform Wealth's Innovator International Developed Power Buffer ETF April position peaked at $4.41M in Q2 2023.
  • 72 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q3 2023.

Based on Transform Wealth's 13F filing for Q3 2023, filed 11 Oct 2023.