WP
BAPR icon

WealthPLAN Partners’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

WealthPLAN Partners’s Portfolio BAPR Stock Details BAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$463K Hold
9,458
– – 0.09% 165
2025
Q4 		$454K Hold
9,458
– – 0.07% 197
2025
Q3 		$444K Hold
9,458
– – 0.07% 185
2025
Q2 		$427K Hold
9,458
– – 0.07% 179
2025
Q1 		$402K Buy
9,458
+125
+1% +$5.55K 0.06% 184
2024
Q4 		$414K Hold
9,333
– – 0.06% 179
2024
Q3 		$405K Hold
9,333
– – 0.05% 197
2024
Q2 		$387K Buy
+9,333
New +$375K 0.04% 229
2023
Q3 		– Sell
-2,360
Closed -$84.5K – 372
2023
Q2 		$84.5K Hold
2,360
– – 0.01% 423
2023
Q1 		$79.2K Buy
+2,360
New +$76.2K 0.01% 469

Other funds holding BAPR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Macco Financial Group Green Bay, Wisconsin $132M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return