SCA
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Stuart Chaussee & Associates’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Stuart Chaussee & Associates’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
Q4 		– Sell
-2,204,829
Closed -$103M – 19
2025
Q3 		$103M Sell
2,204,829
-13,973
-0.6% -$644K 22.56% 1
2025
Q2 		$100M Buy
+2,218,802
New +$95.4M 22.59% 1
2024
Q3 		– Sell
-40
Closed -$1.66K – 168
2024
Q2 		$1.66K Buy
+40
New +$1.61K ﹤0.01% 165

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PCM
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CA
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Cerity Partners
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IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Macco Financial Group Green Bay, Wisconsin $132M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return