KWM
AAPR icon

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

KFG Wealth Management’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 		$721K Buy
24,450
+5,128
+27% +$150K 0.08% 114
2026
Q1 		$556K Hold
19,322
– – 0.07% 125
2025
Q4 		$549K Hold
19,322
– – 0.07% 123
2025
Q3 		$540K Hold
19,322
– – 0.08% 121
2025
Q2 		$527K Hold
19,322
– – 0.08% 124
2025
Q1 		$506K Hold
19,322
– – 0.09% 114
2024
Q4 		$509K Hold
19,322
– – 0.1% 113
2024
Q3 		$507K Hold
19,322
– – 0.11% 110
2024
Q2 		$489K Buy
+19,322
New +$479K 0.19% 95

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

KFG Wealth Management's AAPR Position: Q2 2026 in Review

KFG Wealth Management increased its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) stake by 27% in Q2 2026, buying an estimated $150K and bringing the position to 24,450 shares worth $721K. The position accounts for 0.08% of the portfolio, ranked #114.

KFG Wealth Management first reported a position in AAPR in Q2 2024 and has held it in 9 quarters since. 53 funds tracked by Wall St. Rank hold AAPR as of Q2 2026.

  • KFG Wealth Management held 24,450 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $721K as of Q2 2026.
  • KFG Wealth Management bought 5,128 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q2 2026, an estimated $150K.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 0.08% of KFG Wealth Management's portfolio in Q2 2026, its #114 holding.
  • KFG Wealth Management 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.
  • 53 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.