TF
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Trek Financial’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

Trek Financial’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
Q1 		– Sell
-7,939
Closed -$204K – 406
2023
Q4 		$204K Buy
+7,939
New +$195K 0.02% 288

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HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 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
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Trek Financial's IAPR Position: Q1 2024 in Review

Trek Financial sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q1 2024, closing a stake of 7,939 shares — an estimated $204K sold.

Trek Financial first reported a position in IAPR in Q4 2023 and held it in 1 quarter. The position peaked at $204K in Q4 2023. 80 funds tracked by Wall St. Rank hold IAPR as of Q1 2024.

  • Trek Financial reported no remaining Innovator International Developed Power Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • Trek Financial sold 7,939 Innovator International Developed Power Buffer ETF April shares in Q1 2024, an estimated $204K.
  • Trek Financial first reported a position in Innovator International Developed Power Buffer ETF April in Q4 2023 and held it in 1 quarter.
  • Trek Financial's Innovator International Developed Power Buffer ETF April position peaked at $204K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q1 2024.

Based on Trek Financial's 13F filing for Q1 2024, filed 14 May 2024.