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

Legacy CG’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 		$17.8M Buy
598,870
+5,903
+1% +$175K 4.49% 5
2026
Q2 		$17.5M Buy
+592,967
New +$17.4M 4.48% 5

Other funds holding AAPR

Crown Wealth Group
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 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
Selby Wealth Management
Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
Peak Wealth Management
Peak Wealth Management Nashua, New Hampshire $147M AUM 17.82% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Lineweaver Wealth Advisors
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Legacy CG's AAPR Position: Q3 2026 in Review

Legacy CG increased its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) stake by 1% in Q3 2026, buying an estimated $175K and bringing the position to 598,870 shares worth $17.8M. The position accounts for 4.49% of the portfolio, ranked #5.

Legacy CG first reported a position in AAPR in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold AAPR as of Q3 2026.

  • Legacy CG held 598,870 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $17.8M as of Q3 2026.
  • Legacy CG bought 5,903 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q3 2026, an estimated $175K.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 4.49% of Legacy CG's portfolio in Q3 2026, its #5 holding.
  • Legacy CG first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q3 2026.

Based on Legacy CG's 13F filing for Q3 2026, filed 30 Oct 2026.