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

EP Wealth Advisors’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 		$155K Buy
+5,270
New +$155K ﹤0.01% 1581

Other funds holding AAPR

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
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
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

EP Wealth Advisors's AAPR Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) in Q2 2026: 5,270 shares worth $155K. The stake represents ﹤0.01% of the portfolio and ranks #1581 among its holdings.

53 funds tracked by Wall St. Rank hold AAPR as of Q2 2026.

  • EP Wealth Advisors held 5,270 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $155K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 was a new EP Wealth Advisors position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1581 holding.
  • 53 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.