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AE Wealth Management’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

AE Wealth Management’s Portfolio BAPR Stock Details BAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$388K Buy
7,291
+1,285
+21% +$67.1K ﹤0.01% 1348
2026
Q1 		$294K Sell
6,006
-536
-8% -$25.9K ﹤0.01% 1390
2025
Q4 		$314K Sell
6,542
-105
-2% -$4.97K ﹤0.01% 1289
2025
Q3 		$312K Sell
6,647
-498
-7% -$22.9K ﹤0.01% 1173
2025
Q2 		$323K Buy
7,145
+326
+5% +$14K ﹤0.01% 1090
2025
Q1 		$290K Buy
6,819
+104
+2% +$4.62K ﹤0.01% 1105
2024
Q4 		$298K Sell
6,715
-271
-4% -$12K ﹤0.01% 1106
2024
Q3 		$303K Buy
6,986
+169
+2% +$7.1K ﹤0.01% 1028
2024
Q2 		$283K Buy
6,817
+218
+3% +$8.75K ﹤0.01% 1050
2024
Q1 		$264K Sell
6,599
-2,717
-29% -$107K ﹤0.01% 1001
2023
Q4 		$363K Buy
9,316
+759
+9% +$27.5K ﹤0.01% 1612
2023
Q3 		$299K Buy
8,557
+2,498
+41% +$89.6K ﹤0.01% 1612
2023
Q2 		$217K Buy
+6,059
New +$207K ﹤0.01% 1713

Other funds holding BAPR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MFG
Macco Financial Group Green Bay, Wisconsin $154M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AE Wealth Management increased its Innovator US Equity Buffer ETF April (BAPR) stake by 21% in Q2 2026, buying an estimated $67.1K and bringing the position to 7,291 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

AE Wealth Management first reported a position in BAPR in Q2 2023 and has held it in 13 quarters since. 123 funds tracked by Wall St. Rank hold BAPR as of Q2 2026.

  • AE Wealth Management held 7,291 shares of Innovator US Equity Buffer ETF April worth $388K as of Q2 2026.
  • AE Wealth Management bought 1,285 Innovator US Equity Buffer ETF April shares in Q2 2026, an estimated $67.1K.
  • Innovator US Equity Buffer ETF April made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1348 holding.
  • AE Wealth Management first reported a position in Innovator US Equity Buffer ETF April in Q2 2023 and has held it in 13 quarters since.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q2 2026.

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