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

Foundations Investment 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 		– Sell
-14,474
Closed -$417K – 1324
2026
Q1 		$417K Sell
14,474
-426
-3% -$12.2K 0.01% 771
2025
Q4 		$423K Sell
14,900
-2,149
-13% -$60.4K 0.01% 764
2025
Q3 		$476K Sell
17,049
-7
-0% -$193 0.01% 669
2025
Q2 		$465K Sell
17,056
-771
-4% -$20.4K 0.01% 602
2025
Q1 		$467K Sell
17,827
-2,057
-10% -$54.4K 0.01% 598
2024
Q4 		$524K Sell
19,884
-2,379
-11% -$62.6K 0.01% 532
2024
Q3 		$584K Buy
+22,263
New +$571K 0.01% 487

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

Foundations Investment Advisors's AAPR Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) in Q2 2026, closing a stake of 14,474 shares — an estimated $417K sold.

Foundations Investment Advisors first reported a position in AAPR in Q3 2024 and held it in 7 quarters. The position peaked at $584K in Q3 2024. 53 funds tracked by Wall St. Rank hold AAPR as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 14,474 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q2 2026, an estimated $417K.
  • Foundations Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q3 2024 and held it in 7 quarters.
  • Foundations Investment Advisors's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $584K 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.