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Plotkin Financial Advisors’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Plotkin Financial 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
2023
Q3 		– Sell
-7,526
Closed -$233K – 79
2023
Q2 		$233K Buy
+7,526
New +$225K 0.19% 66

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MMA
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Plotkin Financial Advisors's PAPR Position: Q3 2023 in Review

Plotkin Financial Advisors sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q3 2023, closing a stake of 7,526 shares — an estimated $233K sold.

Plotkin Financial Advisors first reported a position in PAPR in Q2 2023 and held it in 1 quarter. The position peaked at $233K in Q2 2023. 155 funds tracked by Wall St. Rank hold PAPR as of Q3 2023.

  • Plotkin Financial Advisors reported no remaining Innovator US Equity Power Buffer ETF April position as of Q3 2023 after selling out during the quarter.
  • Plotkin Financial Advisors sold 7,526 Innovator US Equity Power Buffer ETF April shares in Q3 2023, an estimated $233K.
  • Plotkin Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF April in Q2 2023 and held it in 1 quarter.
  • Plotkin Financial Advisors's Innovator US Equity Power Buffer ETF April position peaked at $233K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q3 2023.

Based on Plotkin Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2024.