SWA
SFMG Wealth Advisors’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
49,693
-882
| -2% | -$32.9K | 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 | +$1.75M | 0.15% | 70 |
|