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 Q3	$842K	Sell	28,283 -1,200	-4%	-$35.6K	0.21%	61
2026 Q2	$870K	Hold	29,483	–	–	0.22%	54
2026 Q1	$849K	Sell	29,483 -3,920	-12%	-$112K	0.25%	51
2025 Q4	$949K	Sell	33,403 -225	-0.7%	-$6.32K	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

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

SWM

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

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Crown Wealth Group's AAPR Position: Q3 2026 in Review

Crown Wealth Group reduced its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) stake by 4.1% in Q3 2026, selling an estimated $35.6K and leaving 28,283 shares worth $842K. The position accounts for 0.21% of the portfolio, ranked #61.

Crown Wealth Group first reported a position in AAPR in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q3 2024. 10 funds tracked by Wall St. Rank hold AAPR as of Q3 2026.

Crown Wealth Group held 28,283 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $842K as of Q3 2026.
Crown Wealth Group sold 1,200 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q3 2026, an estimated $35.6K.
Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 0.21% of Crown Wealth Group's portfolio in Q3 2026, its #61 holding.
Crown Wealth Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q2 2024 and has held it in 10 quarters since.
Crown Wealth Group's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $1.19M in Q3 2024.
10 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.