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

TFO Wealth Partners’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
2025 Q2	–	Sell	-7,857	Closed	-$280K	–	45
2025 Q1	$280K	Buy	+7,857	New	+$289K	0.06%	35
2024 Q3	–	Sell	-7,857	Closed	-$272K	–	45
2024 Q2	$272K	Hold	7,857	–	–	0.05%	41
2024 Q1	$264K	Hold	7,857	–	–	0.05%	34
2023 Q4	$257K	Hold	7,857	–	–	0.05%	33
2023 Q3	$243K	Hold	7,857	–	–	0.05%	41
2023 Q2	$243K	Hold	7,857	–	–	0.05%	38
2023 Q1	$231K	Buy	7,857 +3,198	+69%	+$92.5K	0.05%	38
2022 Q4	$141K	Sell	4,659 -3,198	-41%	-$88.7K	0.03%	42
2022 Q3	$209K	Hold	7,857	–	–	0.05%	40
2022 Q2	$212K	Hold	7,857	–	–	0.05%	44
2022 Q1	$233K	Hold	7,857	–	–	0.05%	42
2021 Q4	$229K	Hold	7,857	–	–	0.04%	39
2021 Q3	$224K	Hold	7,857	–	–	0.04%	35
2021 Q2	$223K	Hold	7,857	–	–	0.04%	29
2021 Q1	$216K	Hold	7,857	–	–	0.06%	34
2020 Q4	$214K	Buy	+7,857	New	+$212K	0.07%	30

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

TFO Wealth Partners's PAPR Position: Q2 2025 in Review

TFO Wealth Partners sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q2 2025, closing a stake of 7,857 shares — an estimated $280K sold.

TFO Wealth Partners first reported a position in PAPR in Q4 2020 and held it in 16 quarters. The position peaked at $280K in Q1 2025. 212 funds tracked by Wall St. Rank hold PAPR as of Q2 2025.

TFO Wealth Partners reported no remaining Innovator US Equity Power Buffer ETF April position as of Q2 2025 after selling out during the quarter.
TFO Wealth Partners sold 7,857 Innovator US Equity Power Buffer ETF April shares in Q2 2025, an estimated $280K.
TFO Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF April in Q4 2020 and held it in 16 quarters.
TFO Wealth Partners's Innovator US Equity Power Buffer ETF April position peaked at $280K in Q1 2025.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q2 2025.

Based on TFO Wealth Partners's 13F filing for Q2 2025, filed 7 Aug 2025.