Global Wealth Strategies & Associates PAPR β€” INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL

Ownership history in Global Wealth Strategies & Associates  Β·  3 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL (PAPR) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q4. The latest visible filing shows PAPR at 0.05% 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.

What this PAPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL, 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
2026 Q1

PAPR was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 Global Wealth Strategies & Associates held PAPR β€” position size vs. price
% of Fund (quarterly)    PAPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 4,990 -992 -16.6% 0.05% $199K 2026-05-15 (Est.) $41.58
2025 Q4 ADDED β€” β€” β€” 5,982 +2,260 +60.7% 0.06% $234K 2026-01-02 $39.15
2025 Q3 INITIATED β€” β€” β€” 3,722 β€” β€” 0.04% $143K 2025-10-02 $38.39

FAQ About Global Wealth Strategies & Associates and PAPR

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

How long has Global Wealth Strategies & Associates reported owning PAPR?

Global Wealth Strategies & Associates reported PAPR across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported PAPR position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for PAPR was 0.06% in 2025 Q4.

What is the latest reported PAPR position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 4,990 shares, equal to 0.05% of portfolio, with an estimated market value of $199K.

What does the chart on this PAPR ownership page compare?

The chart compares Global Wealth Strategies & Associates'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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