Berkshire Money Management’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Berkshire Money Management’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
2022 Q3	–	Sell	-49,433	Closed	-$1.33M	–	45
2022 Q2	$1.33M	Buy	+49,433	New	+$1.39M	0.22%	33
2020 Q3	–	Sell	-513,911	Closed	-$13.3M	–	37
2020 Q2	$13.3M	Buy	513,911 +11,540	+2%	+$292K	2.93%	11
2020 Q1	$12.1M	Buy	+502,371	New	+$12.8M	2.98%	14

Other funds holding PAPR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Berkshire Money Management's PAPR Position: Q3 2022 in Review

Berkshire Money Management sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q3 2022, closing a stake of 49,433 shares — an estimated $1.33M sold.

Berkshire Money Management first reported a position in PAPR in Q1 2020 and held it in 3 quarters. The position peaked at $13.3M in Q2 2020. 106 funds tracked by Wall St. Rank hold PAPR as of Q3 2022.

Berkshire Money Management reported no remaining Innovator US Equity Power Buffer ETF April position as of Q3 2022 after selling out during the quarter.
Berkshire Money Management sold 49,433 Innovator US Equity Power Buffer ETF April shares in Q3 2022, an estimated $1.33M.
Berkshire Money Management first reported a position in Innovator US Equity Power Buffer ETF April in Q1 2020 and held it in 3 quarters.
Berkshire Money Management's Innovator US Equity Power Buffer ETF April position peaked at $13.3M in Q2 2020.
106 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q3 2022.

Based on Berkshire Money Management's 13F filing for Q3 2022, filed 21 Oct 2022.