WealthPlan Investment Management’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

WealthPlan Investment 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
2026 Q3	$1.15M	Sell	26,561 -1,443	-5%	-$61.7K	0.06%	219
2026 Q2	$1.18M	Buy	28,004 +924	+3%	+$38.5K	0.06%	215
2026 Q1	$1.08M	Buy	27,080 +73	+0.3%	+$2.88K	0.06%	210
2025 Q4	$1.06M	Buy	+27,007	New	+$1.04M	0.07%	196
2024 Q3	–	Sell	-226,084	Closed	-$7.84M	–	257
2024 Q2	$7.84M	Buy	+226,084	New	+$7.62M	1.19%	31
2023 Q3	–	Sell	-46	Closed	-$1.42K	–	288
2023 Q2	$1.42K	Sell	46 -106,818	-100%	-$3.19M	﹤0.01%	329
2023 Q1	$3.14M	Sell	106,864 -42,619	-29%	-$1.23M	0.54%	59
2022 Q4	$4.35M	Buy	149,483 +866	+0.6%	+$24K	0.3%	78
2022 Q3	$4.18M	Buy	+148,617	New	+$4.14M	0.31%	77

Other funds holding PAPR

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

WealthPlan Investment Management's PAPR Position: Q3 2026 in Review

WealthPlan Investment Management reduced its Innovator US Equity Power Buffer ETF April (PAPR) stake by 5.2% in Q3 2026, selling an estimated $61.7K and leaving 26,561 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #219.

WealthPlan Investment Management first reported a position in PAPR in Q3 2022 and has held it in 9 quarters since. The position peaked at $7.84M in Q2 2024. 91 funds tracked by Wall St. Rank hold PAPR as of Q3 2026.

WealthPlan Investment Management held 26,561 shares of Innovator US Equity Power Buffer ETF April worth $1.15M as of Q3 2026.
WealthPlan Investment Management sold 1,443 Innovator US Equity Power Buffer ETF April shares in Q3 2026, an estimated $61.7K.
Innovator US Equity Power Buffer ETF April made up 0.06% of WealthPlan Investment Management's portfolio in Q3 2026, its #219 holding.
WealthPlan Investment Management first reported a position in Innovator US Equity Power Buffer ETF April in Q3 2022 and has held it in 9 quarters since.
WealthPlan Investment Management's Innovator US Equity Power Buffer ETF April position peaked at $7.84M in Q2 2024.
91 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.