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Wood Tarver Financial Group’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-118
Closed -$5K – 198
2025
Q2 		$5K Buy
118
+33
+39% +$1.42K ﹤0.01% 457
2025
Q1 		$3.61K Hold
85
– – ﹤0.01% 485
2024
Q4 		$3K Buy
+85
New +$3.76K ﹤0.01% 476

Other funds holding BAPR

SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wood Tarver Financial Group's BAPR Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator US Equity Buffer ETF April (BAPR) in Q3 2025, closing a stake of 118 shares — an estimated $5K sold.

Wood Tarver Financial Group first reported a position in BAPR in Q4 2024 and held it in 3 quarters. The position peaked at $5K in Q2 2025. 96 funds tracked by Wall St. Rank hold BAPR as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator US Equity Buffer ETF April position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 118 Innovator US Equity Buffer ETF April shares in Q3 2025, an estimated $5K.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Buffer ETF April in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Innovator US Equity Buffer ETF April position peaked at $5K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.