KFG Wealth Management
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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
Q3 		$721K Sell
24,205
-245
-1% -$7.27K 0.08% 108
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

CWG
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

KFG Wealth Management's AAPR Position: Q3 2026 in Review

KFG Wealth Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) stake by 1% in Q3 2026, selling an estimated $7.27K and leaving 24,205 shares worth $721K. The position accounts for 0.08% of the portfolio, ranked #108.

KFG Wealth Management first reported a position in AAPR in Q2 2024 and has held it in 10 quarters since. The position peaked at $721K in Q2 2026. 10 funds tracked by Wall St. Rank hold AAPR as of Q3 2026.

  • KFG Wealth Management held 24,205 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $721K as of Q3 2026.
  • KFG Wealth Management sold 245 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q3 2026, an estimated $7.27K.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 0.08% of KFG Wealth Management's portfolio in Q3 2026, its #108 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 10 quarters since.
  • KFG Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $721K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.