BAPR β€” Innovator Buffer - April

Ownership history in Stuart Chaussee & Associates, Inc.  Β·  4 quarters on record

AI Ownership Summary

Stuart Chaussee & Associates, Inc. reported Innovator Buffer - April (BAPR) in 4 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 22.59% in 2025 Q2. The latest visible filing shows BAPR at 22.56% 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 BAPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stuart Chaussee & Associates, Inc.'s position in Innovator Buffer - 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
2025 Q4

BAPR was reported at 22.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
22.59% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 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 Stuart Chaussee & Associates, Inc. held BAPR β€” position size vs. price
% of Fund (quarterly)    BAPR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 2,204,829 β€” 0% 22.56% $103.4M 2026-02-14 (Est.) $48.28
2025 Q3 REDUCED 2,204,829 -13,973 -0.6% 22.56% $103.4M 2025-10-22 $47.03
2025 Q2 ADDED 2,218,802 +2,218,762 +5546905.0% 22.59% $100.3M 2025-08-01 $45.46
2024 Q2 INITIATED 40 β€” β€” 0.00% $2K 2024-08-13 $41.47

🏒 Other funds also holding BAPR

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.0%

FAQ About Stuart Chaussee & Associates, Inc. and BAPR

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

How long has Stuart Chaussee & Associates, Inc. reported owning BAPR?

Stuart Chaussee & Associates, Inc. reported BAPR across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported BAPR position in Stuart Chaussee & Associates, Inc.'s portfolio?

The largest reported portfolio weight for BAPR was 22.59% in 2025 Q2.

What is the latest reported BAPR position on this page?

The most recent filing on this page is 2025 Q4, when Stuart Chaussee & Associates, Inc. reported 2,204,829 shares, equal to 22.56% of portfolio, with an estimated market value of $103.4M.

What does the chart on this BAPR ownership page compare?

The chart compares Stuart Chaussee & Associates, Inc.'s quarterly BAPR 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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