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Valeo Financial Advisors’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-1,614
Closed -$58K – 1323
2021
Q1 		$58K Hold
1,614
– – ﹤0.01% 806
2020
Q4 		$57K Hold
1,614
– – ﹤0.01% 723
2020
Q3 		$56K Hold
1,614
– – ﹤0.01% 626
2020
Q2 		$55K Buy
+1,614
New +$53.6K 0.01% 686

Other funds holding NAPR

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Valeo Financial Advisors's NAPR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Innovator Growth-100 Power Buffer ETF April (NAPR) in Q2 2021, closing a stake of 1,614 shares — an estimated $58K sold.

Valeo Financial Advisors first reported a position in NAPR in Q2 2020 and held it in 4 quarters. The position peaked at $58K in Q1 2021. 29 funds tracked by Wall St. Rank hold NAPR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Innovator Growth-100 Power Buffer ETF April position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,614 Innovator Growth-100 Power Buffer ETF April shares in Q2 2021, an estimated $58K.
  • Valeo Financial Advisors first reported a position in Innovator Growth-100 Power Buffer ETF April in Q2 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's Innovator Growth-100 Power Buffer ETF April position peaked at $58K in Q1 2021.
  • 29 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF April as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.