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Annis Gardner Whiting Capital Advisors’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-5,300
Closed -$260K – 430
2026
Q1 		$260K Hold
5,300
– – 0.04% 276
2025
Q4 		$254K Sell
5,300
-1,800
-25% -$85.2K 0.05% 262
2025
Q3 		$333K Sell
7,100
-600
-8% -$27.7K 0.07% 222
2025
Q2 		$348K Buy
+7,700
New +$331K 0.12% 153

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
Penserra Capital Management
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 22.9% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BAPR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Innovator US Equity Buffer ETF April (BAPR) in Q2 2026, closing a stake of 5,300 shares — an estimated $260K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BAPR in Q2 2025 and held it in 4 quarters. The position peaked at $348K in Q2 2025. 124 funds tracked by Wall St. Rank hold BAPR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Innovator US Equity Buffer ETF April position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 5,300 Innovator US Equity Buffer ETF April shares in Q2 2026, an estimated $260K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Innovator US Equity Buffer ETF April in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Innovator US Equity Buffer ETF April position peaked at $348K in Q2 2025.
  • 124 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.