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

Palo Alto 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 Q3	–	Sell	-10,337	Closed	-$358K	–	51
2024 Q2	$358K	Sell	10,337 -20,529	-67%	-$692K	0.25%	33
2024 Q1	$1.04M	Sell	30,866 -460	-1%	-$15.3K	0.73%	20
2023 Q4	$1.02M	Hold	31,326	–	–	0.77%	18
2023 Q3	$959K	Hold	31,326	–	–	0.8%	17
2023 Q2	$968K	Hold	31,326	–	–	0.77%	17
2023 Q1	$921K	Hold	31,326	–	–	0.74%	19
2022 Q4	$879K	Buy	+31,326	New	+$869K	0.75%	22

Other funds holding PAPR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BCM

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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Palo Alto Wealth Advisors's PAPR Position: Q3 2024 in Review

Palo Alto Wealth Advisors sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q3 2024, closing a stake of 10,337 shares — an estimated $358K sold.

Palo Alto Wealth Advisors first reported a position in PAPR in Q4 2022 and held it in 7 quarters. The position peaked at $1.04M in Q1 2024. 203 funds tracked by Wall St. Rank hold PAPR as of Q3 2024.

Palo Alto Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF April position as of Q3 2024 after selling out during the quarter.
Palo Alto Wealth Advisors sold 10,337 Innovator US Equity Power Buffer ETF April shares in Q3 2024, an estimated $358K.
Palo Alto Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF April in Q4 2022 and held it in 7 quarters.
Palo Alto Wealth Advisors's Innovator US Equity Power Buffer ETF April position peaked at $1.04M in Q1 2024.
203 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q3 2024.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.