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 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%	-$6.33K	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

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Crown Wealth Group's AAPR Position: Q2 2026 in Review

Crown Wealth Group held its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) position steady in Q2 2026 at 29,483 shares worth $870K. The position accounts for 0.22% of the portfolio, ranked #54.

Crown Wealth Group first reported a position in AAPR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2024. 53 funds tracked by Wall St. Rank hold AAPR as of Q2 2026.

Crown Wealth Group held 29,483 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $870K as of Q2 2026.
Crown Wealth Group left its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 0.22% of Crown Wealth Group's portfolio in Q2 2026, its #54 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 9 quarters since.
Crown Wealth Group's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $1.19M in Q3 2024.
53 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.