Comprehensive Financial Consultants Institutional’s Innovator Equity Defined Protection ETF - 2 Yr to April 2028 AAPR Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q3	–	Sell	-20,360	Closed	-$555K	–	192
2025 Q2	$555K	Sell	20,360 -341	-2%	-$9.02K	0.18%	126
2025 Q1	$542K	Hold	20,701	–	–	0.19%	120
2024 Q4	$546K	Sell	20,701 -239	-1%	-$6.29K	0.2%	115
2024 Q3	$549K	Hold	20,940	–	–	0.2%	117
2024 Q2	$530K	Buy	+20,940	New	+$519K	0.21%	116

Other funds holding AAPR

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFF

Michels Family Financial Fort Worth, Texas $139M AUM 20.03% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's AAPR Position: Q3 2025 in Review

Comprehensive Financial Consultants Institutional sold out of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) in Q3 2025, closing a stake of 20,360 shares — an estimated $555K sold.

Comprehensive Financial Consultants Institutional first reported a position in AAPR in Q2 2024 and held it in 5 quarters. The position peaked at $555K in Q2 2025. 48 funds tracked by Wall St. Rank hold AAPR as of Q3 2025.

Comprehensive Financial Consultants Institutional reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position as of Q3 2025 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 20,360 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q3 2025, an estimated $555K.
Comprehensive Financial Consultants Institutional first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q2 2024 and held it in 5 quarters.
Comprehensive Financial Consultants Institutional's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $555K in Q2 2025.
48 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q3 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q3 2025, filed 16 Oct 2025.