BWM
BAPR icon

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

BCS 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
Q1 		– Sell
-6,796
Closed -$326K – 256
2025
Q4 		$326K Buy
+6,796
New +$322K 0.03% 278
2025
Q1 		– Sell
-8,019
Closed -$355K – 244
2024
Q4 		$355K Sell
8,019
-1,285
-14% -$56.8K 0.09% 184
2024
Q3 		$404K Hold
9,304
– – 0.17% 109
2024
Q2 		$386K Buy
9,304
+3,258
+54% +$131K 0.19% 109
2024
Q1 		$242K Sell
6,046
-7,940
-57% -$312K 0.08% 210
2023
Q4 		$534K Sell
13,986
-4,297
-24% -$156K 0.2% 112
2023
Q3 		$639K Sell
18,283
-1,118
-6% -$40.1K 0.27% 85
2023
Q2 		$694K Sell
19,401
-1,995
-9% -$68.2K 0.51% 49
2023
Q1 		$718K Sell
21,396
-621
-3% -$20K 0.32% 67
2022
Q4 		$683K Sell
22,017
-589
-3% -$18.1K 0.29% 85
2022
Q3 		$657K Hold
22,606
– – 0.31% 83
2022
Q2 		$676K Buy
22,606
+2,378
+12% +$75.2K 0.3% 79
2022
Q1 		$686K Buy
20,228
+8,836
+78% +$290K 0.28% 85
2021
Q4 		$380K Buy
11,392
+312
+3% +$10.2K 0.14% 133
2021
Q3 		$352K Hold
11,080
– – 0.15% 125
2021
Q2 		$351K Buy
11,080
+3,291
+42% +$102K 0.19% 103
2021
Q1 		$234K Buy
+7,789
New +$233K 0.11% 139

Other funds holding BAPR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCS Wealth Management's BAPR Position: Q1 2026 in Review

BCS Wealth Management sold out of Innovator US Equity Buffer ETF April (BAPR) in Q1 2026, closing a stake of 6,796 shares — an estimated $326K sold.

BCS Wealth Management first reported a position in BAPR in Q1 2021 and held it in 17 quarters. The position peaked at $718K in Q1 2023. 110 funds tracked by Wall St. Rank hold BAPR as of Q1 2026.

  • BCS Wealth Management reported no remaining Innovator US Equity Buffer ETF April position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 6,796 Innovator US Equity Buffer ETF April shares in Q1 2026, an estimated $326K.
  • BCS Wealth Management first reported a position in Innovator US Equity Buffer ETF April in Q1 2021 and held it in 17 quarters.
  • BCS Wealth Management's Innovator US Equity Buffer ETF April position peaked at $718K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.