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 Q2	$208K	Buy	7,062 +1,712	+32%	+$50.2K	﹤0.01%	1703
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

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

AE Wealth Management's AAPR Position: Q2 2026 in Review

AE Wealth Management increased its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) stake by 32% in Q2 2026, buying an estimated $50.2K and bringing the position to 7,062 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

AE Wealth Management first reported a position in AAPR in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold AAPR as of Q2 2026.

AE Wealth Management held 7,062 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $208K as of Q2 2026.
AE Wealth Management bought 1,712 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q2 2026, an estimated $50.2K.
Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1703 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 7 quarters since.
54 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.