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

LPL Financial’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
Q2 		$1.4M Sell
47,628
-465
-1% -$13.6K ﹤0.01% 4114
2026
Q1 		$1.38M Sell
48,093
-408
-0.8% -$11.7K ﹤0.01% 3856
2025
Q4 		$1.38M Buy
48,501
+5,264
+12% +$148K ﹤0.01% 3748
2025
Q3 		$1.21M Buy
43,237
+6,781
+19% +$187K ﹤0.01% 3815
2025
Q2 		$994K Buy
36,456
+10,234
+39% +$271K ﹤0.01% 3764
2025
Q1 		$686K Buy
26,222
+14,971
+133% +$396K ﹤0.01% 3866
2024
Q4 		$297K Buy
+11,251
New +$296K ﹤0.01% 4537

Other funds holding AAPR

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

LPL Financial's AAPR Position: Q2 2026 in Review

LPL Financial reduced its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) stake by 0.97% in Q2 2026, selling an estimated $13.6K and leaving 47,628 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #4114.

LPL Financial first reported a position in AAPR in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold AAPR as of Q2 2026.

  • LPL Financial held 47,628 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $1.4M as of Q2 2026.
  • LPL Financial sold 465 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q2 2026, an estimated $13.6K.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4114 holding.
  • LPL Financial first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q4 2024 and has held it in 7 quarters since.
  • 53 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.