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

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Commonwealth Equity Services

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Envestnet Asset Management

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Janney Montgomery Scott

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LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return