Avantax Planning Partners’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Avantax Planning Partners’s Portfolio PAPR Stock Details PAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,458	Closed	-$286K	–	454
2025 Q3	$286K	Hold	7,458	–	–	0.01%	362
2025 Q2	$278K	Hold	7,458	–	–	0.01%	364
2025 Q1	$266K	Sell	7,458 -23	-0.3%	-$847	0.01%	363
2024 Q4	$275K	Sell	7,481 -26	-0.3%	-$949	0.01%	347
2024 Q3	$270K	Sell	7,507 -2,918	-28%	-$102K	0.01%	353
2024 Q2	$361K	Sell	10,425 -1,561	-13%	-$52.6K	0.01%	331
2024 Q1	$403K	Buy	+11,986	New	+$398K	0.01%	318

Other funds holding PAPR

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avantax Planning Partners's PAPR Position: Q4 2025 in Review

Avantax Planning Partners sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q4 2025, closing a stake of 7,458 shares — an estimated $286K sold.

Avantax Planning Partners first reported a position in PAPR in Q1 2024 and held it in 7 quarters. The position peaked at $403K in Q1 2024. 233 funds tracked by Wall St. Rank hold PAPR as of Q4 2025.

Avantax Planning Partners reported no remaining Innovator US Equity Power Buffer ETF April position as of Q4 2025 after selling out during the quarter.
Avantax Planning Partners sold 7,458 Innovator US Equity Power Buffer ETF April shares in Q4 2025, an estimated $286K.
Avantax Planning Partners first reported a position in Innovator US Equity Power Buffer ETF April in Q1 2024 and held it in 7 quarters.
Avantax Planning Partners's Innovator US Equity Power Buffer ETF April position peaked at $403K in Q1 2024.
233 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q4 2025.

Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.