PAPR β€” INNOVATOR ETFS TR

Ownership history in Bedel Financial Consulting, Inc.  Β·  26 quarters on record

AI Ownership Summary

Bedel Financial Consulting, Inc. reported INNOVATOR ETFS TR (PAPR) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.55% in 2023 Q4. The latest visible filing shows PAPR at 1.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PAPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bedel Financial Consulting, Inc.'s position in INNOVATOR ETFS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PAPR was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bedel Financial Consulting, Inc. held PAPR β€” position size vs. price
% of Fund (quarterly)    PAPR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 236,921 -796 -0.3% 1.00% $9.3M 2026-02-14 (Est.) $39.36
2025 Q3 UNCHANGED 237,717 β€” 0% 1.16% $9.1M 2025-11-07 $38.50
2025 Q2 REDUCED 237,717 -400 -0.2% 1.21% $8.9M 2025-08-12 $37.88
2025 Q1 UNCHANGED 238,117 β€” 0% 1.21% $8.5M 2025-05-07 $35.61
2024 Q4 REDUCED 238,117 -2,784 -1.2% 1.24% $8.9M 2025-02-06 $37.47
2024 Q3 REDUCED 240,901 -1,341 -0.6% 1.22% $8.7M 2024-11-12 $36.65
2024 Q2 REDUCED 242,242 -714 -0.3% 1.23% $8.4M 2024-08-05 $33.61
2024 Q1 REDUCED 242,956 -7,545 -3.0% 1.28% $8.2M 2024-05-07 $33.47
2023 Q4 REDUCED 250,501 -208 -0.1% 1.55% $7.7M 2024-02-08 $33.25
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PAPR

As of 2026 Q1 β€” sorted by position size

Cassady Wealth & Retirement Planning, LLC 2.75% Global Wealth Strategies & Associates 3Y 0.05%

FAQ About Bedel Financial Consulting, Inc. and PAPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bedel Financial Consulting, Inc. reported owning PAPR?

Bedel Financial Consulting, Inc. reported PAPR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PAPR position in Bedel Financial Consulting, Inc.'s portfolio?

The largest reported portfolio weight for PAPR was 1.55% in 2023 Q4.

What is the latest reported PAPR position on this page?

The most recent filing on this page is 2025 Q4, when Bedel Financial Consulting, Inc. reported 236,921 shares, equal to 1.00% of portfolio, with an estimated market value of $9.3M.

What does the chart on this PAPR ownership page compare?

The chart compares Bedel Financial Consulting, Inc.'s quarterly PAPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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