WP
PAPR icon

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

WealthSource 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
2022
Q4 		– Sell
-125,000
Closed -$3.32M – 517
2022
Q3 		$3.32M Hold
125,000
– – 0.25% 73
2022
Q2 		$3.38M Buy
+125,000
New +$3.52M 0.25% 70

Other funds holding PAPR

AllianceBernstein
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WealthSource Partners's PAPR Position: Q4 2022 in Review

WealthSource Partners sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q4 2022, closing a stake of 125,000 shares — an estimated $3.32M sold.

WealthSource Partners first reported a position in PAPR in Q2 2022 and held it in 2 quarters. The position peaked at $3.38M in Q2 2022. 113 funds tracked by Wall St. Rank hold PAPR as of Q4 2022.

  • WealthSource Partners reported no remaining Innovator US Equity Power Buffer ETF April position as of Q4 2022 after selling out during the quarter.
  • WealthSource Partners sold 125,000 Innovator US Equity Power Buffer ETF April shares in Q4 2022, an estimated $3.32M.
  • WealthSource Partners first reported a position in Innovator US Equity Power Buffer ETF April in Q2 2022 and held it in 2 quarters.
  • WealthSource Partners's Innovator US Equity Power Buffer ETF April position peaked at $3.38M in Q2 2022.
  • 113 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.