James T. Borello RIA’s Innovator US Equity Power Buffer ETF April PAPR Stock Holding History

James T. Borello RIA’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 Q3	$397K	Hold	9,200	–	–	0.08%	79
2026 Q2	$388K	Hold	9,200	–	–	0.08%	79
2026 Q1	$366K	Hold	9,200	–	–	0.09%	74
2025 Q4	$360K	Hold	9,200	–	–	0.09%	71
2025 Q3	$353K	Hold	9,200	–	–	0.1%	67
2025 Q2	$343K	Sell	9,200 -312	-3%	-$11.2K	0.1%	66
2025 Q1	$339K	Buy	9,512 +4,593	+93%	+$169K	0.11%	65
2024 Q4	$181K	Sell	4,919 -977	-17%	-$35.7K	0.07%	77
2024 Q3	$212K	Hold	5,896	–	–	0.09%	67
2024 Q2	$204K	Buy	5,896 +1,826	+45%	+$61.6K	0.09%	65
2024 Q1	$137K	Hold	4,070	–	–	0.06%	70
2023 Q4	$133K	Buy	+4,070	New	+$128K	0.11%	49

Other funds holding PAPR

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

James T. Borello RIA's PAPR Position: Q3 2026 in Review

James T. Borello RIA held its Innovator US Equity Power Buffer ETF April (PAPR) position steady in Q3 2026 at 9,200 shares worth $397K. The position accounts for 0.08% of the portfolio, ranked #79.

James T. Borello RIA first reported a position in PAPR in Q4 2023 and has held it in 12 quarters since. 52 funds tracked by Wall St. Rank hold PAPR as of Q3 2026.

James T. Borello RIA held 9,200 shares of Innovator US Equity Power Buffer ETF April worth $397K as of Q3 2026.
James T. Borello RIA left its Innovator US Equity Power Buffer ETF April share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF April made up 0.08% of James T. Borello RIA's portfolio in Q3 2026, its #79 holding.
James T. Borello RIA first reported a position in Innovator US Equity Power Buffer ETF April in Q4 2023 and has held it in 12 quarters since.
52 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF April as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.