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 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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MMA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

WealthPlan Investment Management's PAPR Position: Q1 2026 in Review

WealthPlan Investment Management increased its Innovator US Equity Power Buffer ETF April (PAPR) stake by 0.27% in Q1 2026, buying an estimated $2.88K and bringing the position to 27,080 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #210.

WealthPlan Investment Management first reported a position in PAPR in Q3 2022 and has held it in 7 quarters since. The position peaked at $7.84M in Q2 2024. 219 funds tracked by Wall St. Rank hold PAPR as of Q1 2026.

WealthPlan Investment Management held 27,080 shares of Innovator US Equity Power Buffer ETF April worth $1.08M as of Q1 2026.
WealthPlan Investment Management bought 73 Innovator US Equity Power Buffer ETF April shares in Q1 2026, an estimated $2.88K.
Innovator US Equity Power Buffer ETF April made up 0.06% of WealthPlan Investment Management's portfolio in Q1 2026, its #210 holding.
WealthPlan Investment Management first reported a position in Innovator US Equity Power Buffer ETF April in Q3 2022 and has held it in 7 quarters since.
WealthPlan Investment Management's Innovator US Equity Power Buffer ETF April position peaked at $7.84M in Q2 2024.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.