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Cassady Wealth & Retirement Planning’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Cassady Wealth & Retirement Planning’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
Q2 		$8.85M Sell
209,705
-346
-0.2% -$14.4K 4.12% 3
2026
Q1 		$8.73M Buy
210,051
+102,081
+95% +$4.02M 4.52% 2
2025
Q4 		$4.22M Buy
+107,970
New +$4.17M 2.75% 8

Other funds holding PAPR

AllianceBernstein
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Cassady Wealth & Retirement Planning's PAPR Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its Innovator US Equity Power Buffer ETF April (PAPR) stake by 0.16% in Q2 2026, selling an estimated $14.4K and leaving 209,705 shares worth $8.85M. The position accounts for 4.12% of the portfolio, ranked #3.

Cassady Wealth & Retirement Planning first reported a position in PAPR in Q4 2025 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold PAPR as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 209,705 shares of Innovator US Equity Power Buffer ETF April worth $8.85M as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 346 Innovator US Equity Power Buffer ETF April shares in Q2 2026, an estimated $14.4K.
  • Innovator US Equity Power Buffer ETF April made up 4.12% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #3 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Innovator US Equity Power Buffer ETF April in Q4 2025 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.