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AE Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to April 2028 AAPR Stock Holding History

AE Wealth Management’s Portfolio AAPR Stock Details AAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$154K Buy
5,350
+342
+7% +$9.78K ﹤0.01% 1669
2025
Q4 		$142K Buy
5,008
+480
+11% +$13.5K ﹤0.01% 1600
2025
Q3 		$126K Sell
4,528
-88
-2% -$2.43K ﹤0.01% 1501
2025
Q2 		$126K Buy
4,616
+1,561
+51% +$41.3K ﹤0.01% 1425
2025
Q1 		$79.9K Hold
3,055
– – ﹤0.01% 1498
2024
Q4 		$80.5K Buy
+3,055
New +$80.4K ﹤0.01% 1475

Other funds holding AAPR

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 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
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

AE Wealth Management's AAPR Position: Q1 2026 in Review

AE Wealth Management increased its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) stake by 6.8% in Q1 2026, buying an estimated $9.78K and bringing the position to 5,350 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1669.

AE Wealth Management first reported a position in AAPR in Q4 2024 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold AAPR as of Q1 2026.

  • AE Wealth Management held 5,350 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $154K as of Q1 2026.
  • AE Wealth Management bought 342 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q1 2026, an estimated $9.78K.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1669 holding.
  • AE Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q4 2024 and has held it in 6 quarters since.
  • 50 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.