HB Wealth Management
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HB Wealth Management’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

HB Wealth Management’s Portfolio BAPR Stock Details BAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.85M Buy
34,779
+19,478
+127% +$1.02M 0.01% 504
2026
Q1 		$749K Buy
+15,301
New +$740K ﹤0.01% 791

Other funds holding BAPR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MFG
Macco Financial Group Green Bay, Wisconsin $154M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HB Wealth Management's BAPR Position: Q2 2026 in Review

HB Wealth Management increased its Innovator US Equity Buffer ETF April (BAPR) stake by 127% in Q2 2026, buying an estimated $1.02M and bringing the position to 34,779 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #504.

HB Wealth Management first reported a position in BAPR in Q1 2026 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold BAPR as of Q2 2026.

  • HB Wealth Management held 34,779 shares of Innovator US Equity Buffer ETF April worth $1.85M as of Q2 2026.
  • HB Wealth Management bought 19,478 Innovator US Equity Buffer ETF April shares in Q2 2026, an estimated $1.02M.
  • Innovator US Equity Buffer ETF April made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #504 holding.
  • HB Wealth Management first reported a position in Innovator US Equity Buffer ETF April in Q1 2026 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.