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Brown Financial Advisors’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Brown Financial Advisors’s Portfolio BAPR Stock Details BAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,886
Closed -$537K – 151
2025
Q2 		$537K Buy
+11,886
New +$511K 0.21% 100

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HighTower Advisors
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Osaic Holdings
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Raymond James Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brown Financial Advisors's BAPR Position: Q3 2025 in Review

Brown Financial Advisors sold out of Innovator US Equity Buffer ETF April (BAPR) in Q3 2025, closing a stake of 11,886 shares — an estimated $537K sold.

Brown Financial Advisors first reported a position in BAPR in Q2 2025 and held it in 1 quarter. The position peaked at $537K in Q2 2025. 96 funds tracked by Wall St. Rank hold BAPR as of Q3 2025.

  • Brown Financial Advisors reported no remaining Innovator US Equity Buffer ETF April position as of Q3 2025 after selling out during the quarter.
  • Brown Financial Advisors sold 11,886 Innovator US Equity Buffer ETF April shares in Q3 2025, an estimated $537K.
  • Brown Financial Advisors first reported a position in Innovator US Equity Buffer ETF April in Q2 2025 and held it in 1 quarter.
  • Brown Financial Advisors's Innovator US Equity Buffer ETF April position peaked at $537K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q3 2025.

Based on Brown Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.