Sugarloaf Wealth Management’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Sugarloaf Wealth Management’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 Q4	$1.11M	Hold	30,354	–	–	0.21%	49
2024 Q3	$1.09M	Hold	30,354	–	–	0.21%	52
2024 Q2	$1.05M	Buy	30,354 +2,986	+11%	+$101K	0.21%	53
2024 Q1	$919K	Hold	27,368	–	–	0.19%	56
2023 Q4	$895K	Sell	27,368 -1,000	-4%	-$31.4K	0.22%	56
2023 Q3	$868K	Hold	28,368	–	–	0.22%	57
2023 Q2	$877K	Buy	28,368 +19,361	+215%	+$579K	0.21%	57
2023 Q1	$265K	Buy	9,007 +2,887	+47%	+$83.5K	0.07%	109
2022 Q4	$172K	Hold	6,120	–	–	0.04%	143
2022 Q3	$163K	Hold	6,120	–	–	0.04%	144
2022 Q2	$165K	Buy	+6,120	New	+$172K	0.04%	141
2022 Q1	–	Sell	-1,580	Closed	-$46.1K	–	747
2021 Q4	$46K	Hold	1,580	–	–	0.01%	306
2021 Q3	$45K	Hold	1,580	–	–	0.01%	286
2021 Q2	$45K	Buy	1,580 +830	+111%	+$23.3K	0.01%	288
2021 Q1	$44	Buy	+750	New	+$20.6K	0.01%	289

Other funds holding PAPR

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caprock Group Boise, Idaho $4.12B AUM

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sugarloaf Wealth Management's PAPR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Innovator US Equity Power Buffer ETF April (PAPR) position steady in Q4 2024 at 30,354 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #49.

Sugarloaf Wealth Management first reported a position in PAPR in Q1 2021 and has held it in 15 quarters since. 218 funds tracked by Wall St. Rank hold PAPR as of Q4 2024.

Sugarloaf Wealth Management held 30,354 shares of Innovator US Equity Power Buffer ETF April worth $1.11M as of Q4 2024.
Sugarloaf Wealth Management left its Innovator US Equity Power Buffer ETF April share count unchanged in Q4 2024.
Innovator US Equity Power Buffer ETF April made up 0.21% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #49 holding.
Sugarloaf Wealth Management first reported a position in Innovator US Equity Power Buffer ETF April in Q1 2021 and has held it in 15 quarters since.
218 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.