VWA
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Visionary Wealth Advisors’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History

Visionary Wealth 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
2026
Q1 		$490K Hold
8,976
– – 0.02% 402
2025
Q4 		$482K Sell
8,976
-128
-1% -$6.79K 0.02% 393
2025
Q3 		$479K Hold
9,104
– – 0.02% 393
2025
Q2 		$464K Buy
9,104
+2,919
+47% +$142K 0.02% 373
2025
Q1 		$295K Sell
6,185
-502
-8% -$25.3K 0.02% 445
2024
Q4 		$337K Hold
6,687
– – 0.02% 418
2024
Q3 		$325K Hold
6,687
– – 0.02% 417
2024
Q2 		$319K Buy
6,687
+1,278
+24% +$58.7K 0.02% 401
2024
Q1 		$246K Sell
5,409
-7,069
-57% -$318K 0.02% 436
2023
Q4 		$555K Hold
12,478
– – 0.04% 301
2023
Q3 		$522K Sell
12,478
-485
-4% -$20.4K 0.04% 292
2023
Q2 		$540K Buy
12,963
+642
+5% +$25.6K 0.04% 285
2023
Q1 		$480K Hold
12,321
– – 0.04% 286
2022
Q4 		$420K Hold
12,321
– – 0.04% 262
2022
Q3 		$413K Hold
12,321
– – 0.04% 252
2022
Q2 		$420K Buy
+12,321
New +$444K 0.04% 266

Other funds holding NAPR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return