Vishria Bird Financial Group’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Vishria Bird Financial 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
2021 Q4	–	Sell	-100,422	Closed	-$2.87M	–	69
2021 Q3	$2.87M	Hold	100,422	–	–	1.51%	20
2021 Q2	$2.86M	Sell	100,422 -2,369	-2%	-$66.6K	1.41%	23
2021 Q1	$2.83M	Sell	102,791 -86,540	-46%	-$2.37M	1.56%	21
2020 Q4	$5.17M	Sell	189,331 -5,234	-3%	-$141K	2.94%	14
2020 Q3	$5.18M	Sell	194,565 -4,466	-2%	-$118K	3.26%	13
2020 Q2	$5.16M	Buy	+199,031	New	+$5.04M	4.04%	10

Other funds holding PAPR

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

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

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

PCM

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

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

Nikulski Financial Bettendorf, Iowa $464M AUM 34.74% 1-Year Est. Return

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Vishria Bird Financial Group's PAPR Position: Q4 2021 in Review

Vishria Bird Financial Group sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q4 2021, closing a stake of 100,422 shares — an estimated $2.87M sold.

Vishria Bird Financial Group first reported a position in PAPR in Q2 2020 and held it in 6 quarters. The position peaked at $5.18M in Q3 2020. 83 funds tracked by Wall St. Rank hold PAPR as of Q4 2021.

Vishria Bird Financial Group reported no remaining Innovator US Equity Power Buffer ETF April position as of Q4 2021 after selling out during the quarter.
Vishria Bird Financial Group sold 100,422 Innovator US Equity Power Buffer ETF April shares in Q4 2021, an estimated $2.87M.
Vishria Bird Financial Group first reported a position in Innovator US Equity Power Buffer ETF April in Q2 2020 and held it in 6 quarters.
Vishria Bird Financial Group's Innovator US Equity Power Buffer ETF April position peaked at $5.18M in Q3 2020.
83 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q4 2021.

Based on Vishria Bird Financial Group's 13F filing for Q4 2021, filed 27 Jan 2022.