LCWP
AAPR icon

Legacy Capital Wealth Partners’s Innovator Equity Defined Protection ETF - 2 Yr to April 2028 AAPR Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-16,562
Closed -$433K – 400
2025
Q1 		$433K Hold
16,562
– – 0.11% 214
2024
Q4 		$437K Hold
16,562
– – 0.11% 205
2024
Q3 		$434K Hold
16,562
– – 0.09% 220
2024
Q2 		$419K Buy
+16,562
New +$411K 0.11% 183

Other funds holding AAPR

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 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
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Legacy Capital Wealth Partners's AAPR Position: Q2 2025 in Review

Legacy Capital Wealth Partners sold out of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) in Q2 2025, closing a stake of 16,562 shares — an estimated $433K sold.

Legacy Capital Wealth Partners first reported a position in AAPR in Q2 2024 and held it in 4 quarters. The position peaked at $437K in Q4 2024. 46 funds tracked by Wall St. Rank hold AAPR as of Q2 2025.

  • Legacy Capital Wealth Partners reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position as of Q2 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 16,562 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q2 2025, an estimated $433K.
  • Legacy Capital Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q2 2024 and held it in 4 quarters.
  • Legacy Capital Wealth Partners's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $437K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q2 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.