Certified Advisory Corp’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Certified Advisory Corp’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
2024 Q4	–	Sell	-8,691	Closed	-$312K	–	304
2024 Q3	$312K	Hold	8,691	–	–	0.03%	242
2024 Q2	$301K	Buy	+8,691	New	+$293K	0.04%	233
2024 Q1	–	Sell	-44,167	Closed	-$1.44M	–	275
2023 Q4	$1.44M	Hold	44,167	–	–	0.22%	108
2023 Q3	$1.35M	Hold	44,167	–	–	0.25%	99
2023 Q2	$1.36M	Buy	+44,167	New	+$1.32M	0.25%	96

Other funds holding PAPR

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

FMWA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Certified Advisory Corp's PAPR Position: Q4 2024 in Review

Certified Advisory Corp sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q4 2024, closing a stake of 8,691 shares — an estimated $312K sold.

Certified Advisory Corp first reported a position in PAPR in Q2 2023 and held it in 5 quarters. The position peaked at $1.44M in Q4 2023. 218 funds tracked by Wall St. Rank hold PAPR as of Q4 2024.

Certified Advisory Corp reported no remaining Innovator US Equity Power Buffer ETF April position as of Q4 2024 after selling out during the quarter.
Certified Advisory Corp sold 8,691 Innovator US Equity Power Buffer ETF April shares in Q4 2024, an estimated $312K.
Certified Advisory Corp first reported a position in Innovator US Equity Power Buffer ETF April in Q2 2023 and held it in 5 quarters.
Certified Advisory Corp's Innovator US Equity Power Buffer ETF April position peaked at $1.44M in Q4 2023.
218 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q4 2024.

Based on Certified Advisory Corp's 13F filing for Q4 2024, filed 15 Jan 2025.