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Strategic Wealth Partners Group’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Strategic Wealth Partners 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
2024
Q1 		$7.83M Buy
233,206
+135,319
+138% +$4.49M 0.86% 25
2023
Q4 		$3.2M Sell
97,887
-2,589
-3% -$81.3K 0.4% 34
2023
Q3 		$3.08M Sell
100,476
-1,218
-1% -$37.8K 0.46% 30
2023
Q2 		$3.14M Sell
101,694
-558
-0.5% -$16.7K 0.45% 30
2023
Q1 		$3.01M Buy
+102,252
New +$2.96M 0.49% 27

Other funds holding PAPR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
MI
Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return

Strategic Wealth Partners Group's PAPR Position: Q1 2024 in Review

Strategic Wealth Partners Group increased its Innovator US Equity Power Buffer ETF April (PAPR) stake by 138% in Q1 2024, buying an estimated $4.49M and bringing the position to 233,206 shares worth $7.83M. The position accounts for 0.86% of the portfolio, ranked #25.

Strategic Wealth Partners Group first reported a position in PAPR in Q1 2023 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold PAPR as of Q1 2024.

  • Strategic Wealth Partners Group held 233,206 shares of Innovator US Equity Power Buffer ETF April worth $7.83M as of Q1 2024.
  • Strategic Wealth Partners Group bought 135,319 Innovator US Equity Power Buffer ETF April shares in Q1 2024, an estimated $4.49M.
  • Innovator US Equity Power Buffer ETF April made up 0.86% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #25 holding.
  • Strategic Wealth Partners Group first reported a position in Innovator US Equity Power Buffer ETF April in Q1 2023 and has held it in 5 quarters since.
  • 163 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.