Sutton Wealth Advisors’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$791K	Hold	25,839	–	–	0.39%	47
2023 Q2	$798K	Hold	25,839	–	–	0.39%	47
2023 Q1	$760K	Hold	25,839	–	–	0.41%	45
2022 Q4	$725K	Hold	25,839	–	–	0.28%	62
2022 Q3	$686K	Hold	25,839	–	–	0.28%	63
2022 Q2	$698K	Buy	25,839 +11,165	+76%	+$314K	0.28%	64
2022 Q1	$435K	Buy	14,674 +6,499	+79%	+$190K	0.15%	99
2021 Q4	$240K	Sell	8,175 -3,167	-28%	-$92.1K	0.08%	166
2021 Q3	$324K	Hold	11,342	–	–	0.12%	121
2021 Q2	$323K	Hold	11,342	–	–	0.12%	125
2021 Q1	$312K	Buy	11,342 +906	+9%	+$24.8K	0.12%	125
2020 Q4	$285K	Hold	10,436	–	–	0.12%	124
2020 Q3	$278K	Hold	10,436	–	–	0.13%	116
2020 Q2	$271K	Buy	+10,436	New	+$264K	0.14%	112

Other funds holding PAPR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

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

FMWA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sutton Wealth Advisors's PAPR Position: Q3 2023 in Review

Sutton Wealth Advisors held its Innovator US Equity Power Buffer ETF April (PAPR) position steady in Q3 2023 at 25,839 shares worth $791K. The position accounts for 0.39% of the portfolio, ranked #47.

Sutton Wealth Advisors first reported a position in PAPR in Q2 2020 and has held it in 14 quarters since. The position peaked at $798K in Q2 2023. 155 funds tracked by Wall St. Rank hold PAPR as of Q3 2023.

Sutton Wealth Advisors held 25,839 shares of Innovator US Equity Power Buffer ETF April worth $791K as of Q3 2023.
Sutton Wealth Advisors left its Innovator US Equity Power Buffer ETF April share count unchanged in Q3 2023.
Innovator US Equity Power Buffer ETF April made up 0.39% of Sutton Wealth Advisors's portfolio in Q3 2023, its #47 holding.
Sutton Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF April in Q2 2020 and has held it in 14 quarters since.
Sutton Wealth Advisors's Innovator US Equity Power Buffer ETF April position peaked at $798K in Q2 2023.
155 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.