Number of Shares
81,315.00
Current Holdings Value*
$1.99 Mil
% of Portfolio
1.52%
Total Estimate Gain
$-358,130.59
% of Total Estimate Gain
-10.43%

Copley Financial Group, Inc.'s Innovator Gradient Tactical Rotation Strategy ETF Holding Summary

As of 2025-03-31, Copley Financial Group, Inc. held 81,315.00 shares of Innovator Gradient Tactical Rotation Strategy ETF(IGTR), totaling $1.99 Mil. This investment constitutes 1.52% of their stock portfolio, and Copley Financial Group, Inc. now holds 2.85% of the outstanding Innovator Gradient Tactical Rotation Strategy ETF(IGTR) stock.

The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $25.60 for 42,287.00 shares. Based on historical transaction data and IGTR's current price of $24.51, Copley Financial Group, Inc.'s estimated gain on his IGTR holdings is $-358,130.59, reflecting a -10.43% gain to date.

Copley Financial Group, Inc. IGTR ($24.51) Holding Chart

Copley Financial Group, Inc. IGTR ($24.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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