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

Marcum Wealth’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
Q1 		– Sell
-16,380
Closed -$535K – 408
2023
Q4 		$535K Hold
16,380
– – 0.06% 171
2023
Q3 		$501K Hold
16,380
– – 0.06% 172
2023
Q2 		$506K Hold
16,380
– – 0.06% 172
2023
Q1 		$482K Buy
+16,380
New +$474K 0.06% 178
2020
Q1 		– Sell
-34,022
Closed -$887K – 102
2019
Q4 		$887K Buy
+34,022
New +$888K 0.33% 31

Other funds holding PAPR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

Marcum Wealth's PAPR Position: Q1 2024 in Review

Marcum Wealth sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q1 2024, closing a stake of 16,380 shares — an estimated $535K sold.

Marcum Wealth first reported a position in PAPR in Q4 2019 and held it in 5 quarters. The position peaked at $887K in Q4 2019. 163 funds tracked by Wall St. Rank hold PAPR as of Q1 2024.

  • Marcum Wealth reported no remaining Innovator US Equity Power Buffer ETF April position as of Q1 2024 after selling out during the quarter.
  • Marcum Wealth sold 16,380 Innovator US Equity Power Buffer ETF April shares in Q1 2024, an estimated $535K.
  • Marcum Wealth first reported a position in Innovator US Equity Power Buffer ETF April in Q4 2019 and held it in 5 quarters.
  • Marcum Wealth's Innovator US Equity Power Buffer ETF April position peaked at $887K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q1 2024.

Based on Marcum Wealth's 13F filing for Q1 2024, filed 10 Apr 2024.