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Whittier Trust’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

Whittier Trust’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
-270
Closed -$7K – 1692
2022
Q3 		$7K Buy
+270
New +$7.53K ﹤0.01% 1402

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

Whittier Trust's PAPR Position: Q4 2022 in Review

Whittier Trust sold out of Innovator US Equity Power Buffer ETF April (PAPR) in Q4 2022, closing a stake of 270 shares — an estimated $7K sold.

Whittier Trust first reported a position in PAPR in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 113 funds tracked by Wall St. Rank hold PAPR as of Q4 2022.

  • Whittier Trust reported no remaining Innovator US Equity Power Buffer ETF April position as of Q4 2022 after selling out during the quarter.
  • Whittier Trust sold 270 Innovator US Equity Power Buffer ETF April shares in Q4 2022, an estimated $7K.
  • Whittier Trust first reported a position in Innovator US Equity Power Buffer ETF April in Q3 2022 and held it in 1 quarter.
  • Whittier Trust's Innovator US Equity Power Buffer ETF April position peaked at $7K in Q3 2022.
  • 113 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.