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

Balance Wealth’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 Q3	$137K	Buy	+4,612	New	+$137K	0.03%	205

Other funds holding AAPR

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return

Balance Wealth's AAPR Position: Q3 2026 in Review

Balance Wealth opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) in Q3 2026: 4,612 shares worth $137K. The stake represents 0.03% of the portfolio and ranks #205 among its holdings.

35 funds tracked by Wall St. Rank hold AAPR as of Q3 2026.

Balance Wealth held 4,612 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $137K as of Q3 2026.
Innovator Equity Defined Protection ETF - 2 Yr to April 2028 was a new Balance Wealth position in Q3 2026.
Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #205 holding.
35 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.