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

Benson 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
Q2 		$2.07M Sell
38,843
-175
-0.4% -$9.14K 2.08% 15
2026
Q1 		$1.91M Sell
39,018
-27,546
-41% -$1.33M 2.61% 13
2025
Q4 		$3.19M Buy
+66,564
New +$3.15M 3.56% 6

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
PCM
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 $103B AUM 28.65% 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 22.96% 1-Year Est. Return

Benson Wealth Management's BAPR Position: Q2 2026 in Review

Benson Wealth Management reduced its Innovator US Equity Buffer ETF April (BAPR) stake by 0.45% in Q2 2026, selling an estimated $9.14K and leaving 38,843 shares worth $2.07M. The position accounts for 2.08% of the portfolio, ranked #15.

Benson Wealth Management first reported a position in BAPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.19M in Q4 2025. 123 funds tracked by Wall St. Rank hold BAPR as of Q2 2026.

  • Benson Wealth Management held 38,843 shares of Innovator US Equity Buffer ETF April worth $2.07M as of Q2 2026.
  • Benson Wealth Management sold 175 Innovator US Equity Buffer ETF April shares in Q2 2026, an estimated $9.14K.
  • Innovator US Equity Buffer ETF April made up 2.08% of Benson Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Benson Wealth Management first reported a position in Innovator US Equity Buffer ETF April in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's Innovator US Equity Buffer ETF April position peaked at $3.19M in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.