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Sterling Financial Planning’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-2,177
Closed -$62K – 295
2021
Q3 		$62K Hold
2,177
– – 0.04% 165
2021
Q2 		$62K Hold
2,177
– – 0.04% 157
2021
Q1 		$60K Hold
2,177
– – 0.04% 137
2020
Q4 		$59K Buy
+2,177
New +$58.8K 0.05% 133

Other funds holding PAPR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $405M AUM 24.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Sterling Financial Planning's PAPR Position: Q4 2021 in Review

Sterling Financial Planning sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q4 2021, closing a stake of 2,177 shares — an estimated $62K sold.

Sterling Financial Planning first reported a position in PAPR in Q4 2020 and held it in 4 quarters. The position peaked at $62K in Q3 2021. 83 funds tracked by Wall St. Rank hold PAPR as of Q4 2021.

  • Sterling Financial Planning reported no remaining Innovator US Equity Power Buffer ETF April position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 2,177 Innovator US Equity Power Buffer ETF April shares in Q4 2021, an estimated $62K.
  • Sterling Financial Planning first reported a position in Innovator US Equity Power Buffer ETF April in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Innovator US Equity Power Buffer ETF April position peaked at $62K in Q3 2021.
  • 83 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.