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

Kingsview 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
2025
Q1 		– Sell
-15,304
Closed -$403K – 1201
2024
Q4 		$403K Sell
15,304
-19,554
-56% -$515K 0.01% 807
2024
Q3 		$914K Sell
34,858
-11,933
-26% -$306K 0.02% 555
2024
Q2 		$1.18M Buy
+46,791
New +$1.16M 0.03% 467

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Kingsview Wealth Management's AAPR Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) in Q1 2025, closing a stake of 15,304 shares — an estimated $403K sold.

Kingsview Wealth Management first reported a position in AAPR in Q2 2024 and held it in 3 quarters. The position peaked at $1.18M in Q2 2024. 51 funds tracked by Wall St. Rank hold AAPR as of Q1 2025.

  • Kingsview Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position as of Q1 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 15,304 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q1 2025, an estimated $403K.
  • Kingsview Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q2 2024 and held it in 3 quarters.
  • Kingsview Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $1.18M in Q2 2024.
  • 51 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.