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

Maia Wealth’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
2024
Q3 		– Sell
-135,961
Closed -$3.47M – 297
2024
Q2 		$3.47M Buy
+135,961
New +$3.37M 1.04% 24

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 $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

Maia Wealth's AAPR Position: Q3 2024 in Review

Maia Wealth sold out of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) in Q3 2024, closing a stake of 135,961 shares — an estimated $3.47M sold.

Maia Wealth first reported a position in AAPR in Q2 2024 and held it in 1 quarter. The position peaked at $3.47M in Q2 2024. 47 funds tracked by Wall St. Rank hold AAPR as of Q3 2024.

  • Maia Wealth reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position as of Q3 2024 after selling out during the quarter.
  • Maia Wealth sold 135,961 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q3 2024, an estimated $3.47M.
  • Maia Wealth first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q2 2024 and held it in 1 quarter.
  • Maia Wealth's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $3.47M in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q3 2024.

Based on Maia Wealth's 13F filing for Q3 2024, filed 30 Oct 2024.