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Sound View Wealth Advisors Group’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Sound View Wealth Advisors Group’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 		$432K Sell
10,850
-371
-3% -$14.6K 0.03% 291
2025
Q4 		$439K Sell
11,221
-590
-5% -$22.8K 0.03% 289
2025
Q3 		$453K Sell
11,811
-132
-1% -$5K 0.03% 282
2025
Q2 		$445K Hold
11,943
– – 0.03% 285
2025
Q1 		$426K Sell
11,943
-136
-1% -$5.01K 0.03% 278
2024
Q4 		$443K Hold
12,079
– – 0.04% 273
2024
Q3 		$434K Sell
12,079
-1,853
-13% -$64.9K 0.04% 277
2024
Q2 		$483K Sell
13,932
-13,654
-49% -$460K 0.05% 239
2024
Q1 		$927K Sell
27,586
-2,490
-8% -$82.6K 0.1% 170
2023
Q4 		$983K Sell
30,076
-1,322
-4% -$41.5K 0.11% 159
2023
Q3 		$961K Sell
31,398
-1,884
-6% -$58.5K 0.12% 146
2023
Q2 		$1.03M Hold
33,282
– – 0.13% 143
2023
Q1 		$978K Buy
33,282
+3,206
+11% +$92.7K 0.13% 147
2022
Q4 		$983K Buy
+30,076
New +$835K 0.11% 159
2021
Q3 		– Sell
-7,054
Closed -$201K – 295
2021
Q2 		$201K Buy
+7,054
New +$198K 0.04% 279

Other funds holding PAPR

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return