Independent Financial Group’s Innovator Equity Defined Protection ETF - 2 Yr to April 2027 TAPR Stock Holding History

Independent Financial Group’s Portfolio TAPR Stock Details TAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$265K	Hold	10,000	–	–	﹤0.01%	1320
2026 Q1	$257K	Hold	10,000	–	–	0.01%	1238
2025 Q4	$259K	Hold	10,000	–	–	0.01%	1220
2025 Q3	$256K	Hold	10,000	–	–	0.01%	1161
2025 Q2	$251K	Buy	+10,000	New	+$245K	0.01%	1108

Other funds holding TAPR

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

KWM

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Independent Financial Group's TAPR Position: Q2 2026 in Review

Independent Financial Group held its Innovator Equity Defined Protection ETF - 2 Yr to April 2027 (TAPR) position steady in Q2 2026 at 10,000 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Independent Financial Group first reported a position in TAPR in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold TAPR as of Q2 2026.

Independent Financial Group held 10,000 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2027 worth $265K as of Q2 2026.
Independent Financial Group left its Innovator Equity Defined Protection ETF - 2 Yr to April 2027 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to April 2027 made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1320 holding.
Independent Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2027 in Q2 2025 and has held it in 5 quarters since.
14 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2027 as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.