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EverSource Wealth Advisors’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

EverSource Wealth Advisors’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
-300
Closed -$10.8K – 3796
2024
Q3 		$10.8K Buy
+300
New +$10.5K ﹤0.01% 1820

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CG
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EverSource Wealth Advisors's PAPR Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q4 2024, closing a stake of 300 shares — an estimated $10.8K sold.

EverSource Wealth Advisors first reported a position in PAPR in Q3 2024 and held it in 1 quarter. The position peaked at $10.8K in Q3 2024. 218 funds tracked by Wall St. Rank hold PAPR as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF April position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 300 Innovator US Equity Power Buffer ETF April shares in Q4 2024, an estimated $10.8K.
  • EverSource Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF April in Q3 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Innovator US Equity Power Buffer ETF April position peaked at $10.8K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.