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

MTM Financial Group’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	$839K	Buy	28,450 +3,512	+14%	+$103K	0.36%	44
2026 Q1	$718K	Sell	24,938 -1,183	-5%	-$33.8K	0.34%	45
2025 Q4	$742K	Sell	26,121 -2,485	-9%	-$69.9K	0.35%	43
2025 Q3	$799K	Sell	28,606 -566	-2%	-$15.6K	0.39%	44
2025 Q2	$795K	Sell	29,172 -324	-1%	-$8.57K	0.43%	41
2025 Q1	$772K	Sell	29,496 -1,683	-5%	-$44.5K	0.45%	41
2024 Q4	$822K	Buy	31,179 +31	+0.1%	+$816	0.49%	36
2024 Q3	$817K	Buy	31,148 +1,022	+3%	+$26.2K	0.5%	36
2024 Q2	$762K	Buy	+30,126	New	+$747K	0.49%	36

Other funds holding AAPR

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

MTM Financial Group's AAPR Position: Q2 2026 in Review

MTM Financial Group increased its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) stake by 14% in Q2 2026, buying an estimated $103K and bringing the position to 28,450 shares worth $839K. The position accounts for 0.36% of the portfolio, ranked #44.

MTM Financial Group first reported a position in AAPR in Q2 2024 and has held it in 9 quarters since. 53 funds tracked by Wall St. Rank hold AAPR as of Q2 2026.

MTM Financial Group held 28,450 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $839K as of Q2 2026.
MTM Financial Group bought 3,512 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q2 2026, an estimated $103K.
Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 0.36% of MTM Financial Group's portfolio in Q2 2026, its #44 holding.
MTM Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q2 2024 and has held it in 9 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 MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.