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

Michels Family 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
Q1 		– Sell
-36,655
Closed -$1.04M – 142
2025
Q4 		$1.04M Hold
36,655
– – 0.77% 39
2025
Q3 		$1.02M Buy
+36,655
New +$1.01M 0.8% 38

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

Michels Family Financial's AAPR Position: Q1 2026 in Review

Michels Family Financial sold out of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) in Q1 2026, closing a stake of 36,655 shares — an estimated $1.04M sold.

Michels Family Financial first reported a position in AAPR in Q3 2025 and held it in 2 quarters. The position peaked at $1.04M in Q4 2025. 50 funds tracked by Wall St. Rank hold AAPR as of Q1 2026.

  • Michels Family Financial reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position as of Q1 2026 after selling out during the quarter.
  • Michels Family Financial sold 36,655 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q1 2026, an estimated $1.04M.
  • Michels Family Financial first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q3 2025 and held it in 2 quarters.
  • Michels Family Financial's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $1.04M in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.