APW
TAPR

Atlantic Private Wealth’s Innovator Equity Defined Protection ETF - 2 Yr to April 2027 TAPR Stock Holding History

Atlantic Private Wealth’s Portfolio TAPR Stock Details TAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.7K Hold
1,194
– – 0.02% 155
2025
Q4 		$30.9K Hold
1,194
– – 0.02% 143
2025
Q3 		$30.6K Buy
+1,194
New +$30.3K 0.02% 133

Other funds holding TAPR

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Atlantic Private Wealth's TAPR Position: Q1 2026 in Review

Atlantic Private Wealth held its Innovator Equity Defined Protection ETF - 2 Yr to April 2027 (TAPR) position steady in Q1 2026 at 1,194 shares worth $30.7K. The position accounts for 0.02% of the portfolio, ranked #155.

Atlantic Private Wealth first reported a position in TAPR in Q3 2025 and has held it in 3 quarters since. The position peaked at $30.9K in Q4 2025. 15 funds tracked by Wall St. Rank hold TAPR as of Q1 2026.

  • Atlantic Private Wealth held 1,194 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2027 worth $30.7K as of Q1 2026.
  • Atlantic Private Wealth left its Innovator Equity Defined Protection ETF - 2 Yr to April 2027 share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2027 made up 0.02% of Atlantic Private Wealth's portfolio in Q1 2026, its #155 holding.
  • Atlantic Private Wealth first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2027 in Q3 2025 and has held it in 3 quarters since.
  • Atlantic Private Wealth's Innovator Equity Defined Protection ETF - 2 Yr to April 2027 position peaked at $30.9K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2027 as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.