PCA Investment Advisory Services’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

PCA Investment Advisory Services’s Portfolio BAPR Stock Details BAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,000	Closed	-$310K	–	57
2024 Q4	$310K	Hold	7,000	–	–	0.14%	96
2024 Q3	$304K	Hold	7,000	–	–	0.14%	97
2024 Q2	$290K	Buy	+7,000	New	+$281K	0.15%	96
2023 Q3	–	Sell	-760	Closed	-$27.2K	–	129
2023 Q2	$27.2K	Buy	+760	New	+$26K	0.02%	316

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IIA

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Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

PCA Investment Advisory Services's BAPR Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Innovator US Equity Buffer ETF April (BAPR) in Q1 2025, closing a stake of 7,000 shares — an estimated $310K sold.

PCA Investment Advisory Services first reported a position in BAPR in Q2 2023 and held it in 4 quarters. The position peaked at $310K in Q4 2024. 91 funds tracked by Wall St. Rank hold BAPR as of Q1 2025.

PCA Investment Advisory Services reported no remaining Innovator US Equity Buffer ETF April position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 7,000 Innovator US Equity Buffer ETF April shares in Q1 2025, an estimated $310K.
PCA Investment Advisory Services first reported a position in Innovator US Equity Buffer ETF April in Q2 2023 and held it in 4 quarters.
PCA Investment Advisory Services's Innovator US Equity Buffer ETF April position peaked at $310K in Q4 2024.
91 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.