Siligmueller & Norvid Wealth Advisors’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Siligmueller & Norvid Wealth Advisors’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 Q3	–	Sell	-5,600	Closed	-$254K	–	159
2025 Q2	$254K	Sell	5,600 -2,000	-26%	-$86K	0.1%	88
2025 Q1	$323K	Sell	7,600 -6,000	-44%	-$267K	0.14%	79
2024 Q4	$603K	Buy	+13,600	New	+$601K	0.26%	63

Other funds holding BAPR

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

PCM

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

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

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

Siligmueller & Norvid Wealth Advisors's BAPR Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Innovator US Equity Buffer ETF April (BAPR) in Q3 2025, closing a stake of 5,600 shares — an estimated $254K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in BAPR in Q4 2024 and held it in 3 quarters. The position peaked at $603K in Q4 2024. 96 funds tracked by Wall St. Rank hold BAPR as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining Innovator US Equity Buffer ETF April position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 5,600 Innovator US Equity Buffer ETF April shares in Q3 2025, an estimated $254K.
Siligmueller & Norvid Wealth Advisors first reported a position in Innovator US Equity Buffer ETF April in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's Innovator US Equity Buffer ETF April position peaked at $603K in Q4 2024.
96 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.