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Bernard Wealth Management’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Bernard Wealth 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
2026
Q1 		$226K Sell
5,671
-11
-0.2% -$433 0.1% 60
2025
Q4 		$222K Hold
5,682
– – 0.09% 59
2025
Q3 		$218K Sell
5,682
-392
-6% -$14.8K 0.09% 61
2025
Q2 		$227K Buy
6,074
+4,854
+398% +$174K 0.1% 55
2025
Q1 		$43.5K Hold
1,220
– – 0.02% 129
2024
Q4 		$44.8K Buy
+1,220
New +$44.5K 0.02% 128

Other funds holding PAPR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bernard Wealth Management's PAPR Position: Q1 2026 in Review

Bernard Wealth Management reduced its Innovator US Equity Power Buffer ETF April (PAPR) stake by 0.19% in Q1 2026, selling an estimated $433 and leaving 5,671 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #60.

Bernard Wealth Management first reported a position in PAPR in Q4 2024 and has held it in 6 quarters since. The position peaked at $227K in Q2 2025. 219 funds tracked by Wall St. Rank hold PAPR as of Q1 2026.

  • Bernard Wealth Management held 5,671 shares of Innovator US Equity Power Buffer ETF April worth $226K as of Q1 2026.
  • Bernard Wealth Management sold 11 Innovator US Equity Power Buffer ETF April shares in Q1 2026, an estimated $433.
  • Innovator US Equity Power Buffer ETF April made up 0.1% of Bernard Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Bernard Wealth Management first reported a position in Innovator US Equity Power Buffer ETF April in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Innovator US Equity Power Buffer ETF April position peaked at $227K in Q2 2025.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.