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U.S. Capital Wealth Advisors’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

U.S. Capital Wealth Advisors’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
-7,818
Closed -$201K – 690
2023
Q4 		$201K Buy
+7,818
New +$192K 0.01% 633

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
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

U.S. Capital Wealth Advisors's IAPR Position: Q1 2024 in Review

U.S. Capital Wealth Advisors sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q1 2024, closing a stake of 7,818 shares — an estimated $201K sold.

U.S. Capital Wealth Advisors first reported a position in IAPR in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 80 funds tracked by Wall St. Rank hold IAPR as of Q1 2024.

  • U.S. Capital Wealth Advisors reported no remaining Innovator International Developed Power Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 7,818 Innovator International Developed Power Buffer ETF April shares in Q1 2024, an estimated $201K.
  • U.S. Capital Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF April in Q4 2023 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Innovator International Developed Power Buffer ETF April position peaked at $201K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q1 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.