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

Atria Wealth Solutions’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
2025
Q2 		$212K Hold
7,782
– – ﹤0.01% 1363
2025
Q1 		$204K Sell
7,782
-220
-3% -$5.82K ﹤0.01% 1708
2024
Q4 		$211K Sell
8,002
-200
-2% -$5.26K ﹤0.01% 1800
2024
Q3 		$215K Sell
8,202
-380
-4% -$9.75K ﹤0.01% 1742
2024
Q2 		$217K Buy
+8,582
New +$213K ﹤0.01% 1716

Other funds holding AAPR

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Atria Wealth Solutions's AAPR Position: Q2 2025 in Review

Atria Wealth Solutions held its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) position steady in Q2 2025 at 7,782 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Atria Wealth Solutions first reported a position in AAPR in Q2 2024 and has held it in 5 quarters since. The position peaked at $217K in Q2 2024. 46 funds tracked by Wall St. Rank hold AAPR as of Q2 2025.

  • Atria Wealth Solutions held 7,782 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $212K as of Q2 2025.
  • Atria Wealth Solutions left its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 share count unchanged in Q2 2025.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1363 holding.
  • Atria Wealth Solutions first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $217K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.