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

Souders 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
Q1 		– Sell
-9,985
Closed -$280K – 156
2022
Q4 		$280K Hold
9,985
– – 0.06% 136
2022
Q3 		$265K Hold
9,985
– – 0.07% 136
2022
Q2 		$270K Buy
+9,985
New +$281K 0.08% 124

Other funds holding PAPR

AllianceBernstein
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Souders Financial Advisors's PAPR Position: Q1 2023 in Review

Souders Financial Advisors sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q1 2023, closing a stake of 9,985 shares — an estimated $280K sold.

Souders Financial Advisors first reported a position in PAPR in Q2 2022 and held it in 3 quarters. The position peaked at $280K in Q4 2022. 121 funds tracked by Wall St. Rank hold PAPR as of Q1 2023.

  • Souders Financial Advisors reported no remaining Innovator US Equity Power Buffer ETF April position as of Q1 2023 after selling out during the quarter.
  • Souders Financial Advisors sold 9,985 Innovator US Equity Power Buffer ETF April shares in Q1 2023, an estimated $280K.
  • Souders Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF April in Q2 2022 and held it in 3 quarters.
  • Souders Financial Advisors's Innovator US Equity Power Buffer ETF April position peaked at $280K in Q4 2022.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q1 2023.

Based on Souders Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.