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 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

KFG Wealth Management's AAPR Position: Q1 2026 in Review

KFG Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) position steady in Q1 2026 at 19,322 shares worth $556K. The position accounts for 0.07% of the portfolio, ranked #125.

KFG Wealth Management first reported a position in AAPR in Q2 2024 and has held it in 8 quarters since. 50 funds tracked by Wall St. Rank hold AAPR as of Q1 2026.

KFG Wealth Management held 19,322 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $556K as of Q1 2026.
KFG Wealth Management left its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 share count unchanged in Q1 2026.
Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 0.07% of KFG Wealth Management's portfolio in Q1 2026, its #125 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 8 quarters since.
50 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.