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

Elmwood 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 Q2	$5.23M	Sell	123,864 -4,038	-3%	-$168K	1.31%	24
2026 Q1	$5.09M	Buy	127,902 +2,854	+2%	+$112K	1.41%	21
2025 Q4	$4.89M	Sell	125,048 -1,179	-0.9%	-$45.6K	1.55%	16
2025 Q3	$4.84M	Buy	126,227 +195	+0.2%	+$7.38K	1.72%	16
2025 Q2	$4.7M	Buy	126,032 +28,502	+29%	+$1.02M	1.86%	13
2025 Q1	$3.48M	Sell	97,530 -2,434	-2%	-$89.6K	1.43%	20
2024 Q4	$3.67M	Sell	99,964 -1,074	-1%	-$39.2K	1.48%	20
2024 Q3	$3.63M	Sell	101,038 -2,589	-2%	-$90.7K	1.5%	18
2024 Q2	$3.59M	Sell	103,627 -545	-0.5%	-$18.4K	1.6%	14
2024 Q1	$3.5M	Buy	104,172 +58,690	+129%	+$1.95M	1.5%	14
2023 Q4	$1.49M	Sell	45,482 -57,247	-56%	-$1.8M	1.04%	29
2023 Q3	$3.14M	Sell	102,729 -8,958	-8%	-$278K	1.52%	15
2023 Q2	$3.45M	Buy	111,687 +11,896	+12%	+$356K	1.61%	13
2023 Q1	$2.93M	Buy	99,791 +6,395	+7%	+$185K	1.39%	17
2022 Q4	$2.62M	Sell	93,396 -2,148	-2%	-$59.6K	1.31%	20
2022 Q3	$2.54M	Buy	95,544 +5,475	+6%	+$153K	1.27%	21
2022 Q2	$2.43M	Buy	90,069 +3,994	+5%	+$112K	1.38%	21
2022 Q1	$2.55M	Buy	86,075 +14,125	+20%	+$412K	1.31%	26
2021 Q4	$2.11M	Buy	+71,950	New	+$2.09M	1.01%	34
2021 Q2	$1.8M	Buy	63,393 +850	+1%	+$23.9K	0.95%	34
2021 Q1	$1.72M	Buy	+62,543	New	+$1.71M	1.05%	31
2020 Q3	$1.41M	Hold	54,507	–	–	1.15%	26
2020 Q2	$1.41M	Buy	+54,507	New	+$1.38M	1.15%	26

Other funds holding PAPR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

SWM

Selby Wealth Management Emeryville, California $282M AUM

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Elmwood Wealth Management's PAPR Position: Q2 2026 in Review

Elmwood Wealth Management reduced its Innovator US Equity Power Buffer ETF April (PAPR) stake by 3.2% in Q2 2026, selling an estimated $168K and leaving 123,864 shares worth $5.23M. The position accounts for 1.31% of the portfolio, ranked #24.

Elmwood Wealth Management first reported a position in PAPR in Q2 2020 and has held it in 23 quarters since. 34 funds tracked by Wall St. Rank hold PAPR as of Q2 2026.

Elmwood Wealth Management held 123,864 shares of Innovator US Equity Power Buffer ETF April worth $5.23M as of Q2 2026.
Elmwood Wealth Management sold 4,038 Innovator US Equity Power Buffer ETF April shares in Q2 2026, an estimated $168K.
Innovator US Equity Power Buffer ETF April made up 1.31% of Elmwood Wealth Management's portfolio in Q2 2026, its #24 holding.
Elmwood Wealth Management first reported a position in Innovator US Equity Power Buffer ETF April in Q2 2020 and has held it in 23 quarters since.
34 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.