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WealthPLAN Partners’s Innovator International Developed Power Buffer ETF April IAPR Stock Holding History

WealthPLAN Partners’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
-7,393
Closed -$184K – 671
2023
Q2 		$184K Sell
7,393
-1,124
-13% -$27.8K 0.03% 304
2023
Q1 		$209K Hold
8,517
– – 0.02% 295
2022
Q4 		$209K Buy
+8,517
New +$197K 0.01% 368

Other funds holding IAPR

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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 $5.99B AUM 21.91% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

WealthPLAN Partners's IAPR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovator International Developed Power Buffer ETF April (IAPR) in Q3 2023, closing a stake of 7,393 shares — an estimated $184K sold.

WealthPLAN Partners first reported a position in IAPR in Q4 2022 and held it in 3 quarters. The position peaked at $209K in Q4 2022. 72 funds tracked by Wall St. Rank hold IAPR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Innovator International Developed Power Buffer ETF April position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 7,393 Innovator International Developed Power Buffer ETF April shares in Q3 2023, an estimated $184K.
  • WealthPLAN Partners first reported a position in Innovator International Developed Power Buffer ETF April in Q4 2022 and held it in 3 quarters.
  • WealthPLAN Partners's Innovator International Developed Power Buffer ETF April position peaked at $209K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF April as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.