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

SFMG 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
2026 Q1	$1.88M	Sell	47,295 -634	-1%	-$25K	0.13%	75
2025 Q4	$1.87M	Sell	47,929 -1,764	-4%	-$68.2K	0.13%	76
2025 Q3	$1.91M	Hold	49,693	–	–	0.13%	74
2025 Q2	$1.85M	Sell	49,693 -882	-2%	-$31.7K	0.14%	76
2025 Q1	$1.8M	Hold	50,575	–	–	0.14%	72
2024 Q4	$1.86M	Hold	50,575	–	–	0.15%	73
2024 Q3	$1.82M	Hold	50,575	–	–	0.15%	71
2024 Q2	$1.75M	Buy	+50,575	New	+$1.71M	0.15%	70

Other funds holding PAPR

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

PCM

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFMG Wealth Advisors's PAPR Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Innovator US Equity Power Buffer ETF April (PAPR) stake by 1.3% in Q1 2026, selling an estimated $25K and leaving 47,295 shares worth $1.88M. The position accounts for 0.13% of the portfolio, ranked #75.

SFMG Wealth Advisors first reported a position in PAPR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.91M in Q3 2025. 219 funds tracked by Wall St. Rank hold PAPR as of Q1 2026.

SFMG Wealth Advisors held 47,295 shares of Innovator US Equity Power Buffer ETF April worth $1.88M as of Q1 2026.
SFMG Wealth Advisors sold 634 Innovator US Equity Power Buffer ETF April shares in Q1 2026, an estimated $25K.
Innovator US Equity Power Buffer ETF April made up 0.13% of SFMG Wealth Advisors's portfolio in Q1 2026, its #75 holding.
SFMG Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF April in Q2 2024 and has held it in 8 quarters since.
SFMG Wealth Advisors's Innovator US Equity Power Buffer ETF April position peaked at $1.91M in Q3 2025.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.