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

Crown Wealth Group’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
Q1 		$849K Sell
29,483
-3,920
-12% -$112K 0.25% 51
2025
Q4 		$949K Sell
33,403
-225
-0.7% -$6.33K 0.27% 52
2025
Q3 		$939K Sell
33,628
-782
-2% -$21.6K 0.28% 48
2025
Q2 		$938K Hold
34,410
– – 0.35% 44
2025
Q1 		$900K Sell
34,410
-8,350
-20% -$221K 0.47% 36
2024
Q4 		$1.13M Sell
42,760
-2,589
-6% -$68.1K 0.46% 34
2024
Q3 		$1.19M Hold
45,349
– – 0.52% 30
2024
Q2 		$1.15M Buy
+45,349
New +$1.12M 0.57% 31

Other funds holding AAPR

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return