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Patriot Financial Group Insurance Agency’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.62M Sell
38,341
-33,345
-47% -$1.39M 0.17% 149
2026
Q1 		$2.85M Buy
71,686
+35,443
+98% +$1.4M 0.16% 159
2025
Q4 		$1.42M Sell
36,243
-830
-2% -$32.1K 0.17% 154
2025
Q3 		$1.42M Sell
37,073
-1,054
-3% -$39.9K 0.18% 149
2025
Q2 		$1.42M Buy
38,127
+1,940
+5% +$69.7K 0.16% 152
2025
Q1 		$1.29M Sell
36,187
-1,803
-5% -$66.4K 0.17% 144
2024
Q4 		$1.39M Sell
37,990
-1,166
-3% -$42.6K 0.19% 123
2024
Q3 		$1.41M Buy
39,156
+41
+0.1% +$1.44K 0.19% 126
2024
Q2 		$1.36M Buy
39,115
+2,730
+8% +$92K 0.2% 115
2024
Q1 		$1.22M Sell
36,385
-2,601
-7% -$86.3K 0.19% 124
2023
Q4 		$1.27M Sell
38,986
-300
-0.8% -$9.42K 0.24% 100
2023
Q3 		$1.2M Buy
39,286
+1,087
+3% +$33.7K 0.25% 101
2023
Q2 		$1.18M Buy
38,199
+11,158
+41% +$334K 0.22% 109
2023
Q1 		$795K Buy
27,041
+2,415
+10% +$69.8K 0.16% 148
2022
Q4 		$691K Sell
24,626
-284
-1% -$7.88K 0.09% 154
2022
Q3 		$662K Sell
24,910
-909
-4% -$25.3K 0.16% 155
2022
Q2 		$697K Buy
25,819
+7,165
+38% +$202K 0.14% 152
2022
Q1 		$553K Buy
18,654
+2,500
+15% +$72.9K 0.1% 220
2021
Q4 		$474K Hold
16,154
– – 0.08% 254
2021
Q3 		$462K Hold
16,154
– – 0.08% 251
2021
Q2 		$450K Buy
16,154
+1,000
+7% +$28.1K 0.08% 247
2021
Q1 		$417K Buy
+15,154
New +$415K 0.1% 226

Other funds holding PAPR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PAPR Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Innovator US Equity Power Buffer ETF April (PAPR) stake by 47% in Q2 2026, selling an estimated $1.39M and leaving 38,341 shares worth $1.62M. The position accounts for 0.17% of the portfolio, ranked #149.

Patriot Financial Group Insurance Agency first reported a position in PAPR in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.85M in Q1 2026. 119 funds tracked by Wall St. Rank hold PAPR as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 38,341 shares of Innovator US Equity Power Buffer ETF April worth $1.62M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 33,345 Innovator US Equity Power Buffer ETF April shares in Q2 2026, an estimated $1.39M.
  • Innovator US Equity Power Buffer ETF April made up 0.17% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #149 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Innovator US Equity Power Buffer ETF April in Q1 2021 and has held it in 22 quarters since.
  • Patriot Financial Group Insurance Agency's Innovator US Equity Power Buffer ETF April position peaked at $2.85M in Q1 2026.
  • 119 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.