MAM
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Milestone Asset Management’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Milestone Asset 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 		$422K Buy
9,998
+562
+6% +$23.4K 0.07% 198
2026
Q1 		$376K Sell
9,436
-705
-7% -$27.8K 0.07% 184
2025
Q4 		$397K Sell
10,141
-243
-2% -$9.39K 0.07% 166
2025
Q3 		$398K Sell
10,384
-143
-1% -$5.41K 0.08% 171
2025
Q2 		$393K Hold
10,527
– – 0.08% 160
2025
Q1 		$375K Hold
10,527
– – 0.08% 170
2024
Q4 		$386K Sell
10,527
-284
-3% -$10.4K 0.09% 184
2024
Q3 		$389K Sell
10,811
-1,535
-12% -$53.8K 0.09% 159
2024
Q2 		$428K Sell
12,346
-1,004
-8% -$33.8K 0.11% 142
2024
Q1 		$448K Sell
13,350
-5,627
-30% -$187K 0.13% 114
2023
Q4 		$620K Sell
18,977
-2,798
-13% -$87.9K 0.2% 26
2023
Q3 		$665K Sell
21,775
-384,689
-95% -$11.9M 0.23% 27
2023
Q2 		$12.6M Buy
+406,464
New +$12.2M 5.54% 5

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SEP
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BCM
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EWM
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CA
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PWMG
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SWM
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CRWM
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RA
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LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return