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My Personal CFO LLC’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

My Personal CFO LLC’s Portfolio BAPR Stock Details BAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.73M Hold
68,328
– – 1.34% 15
2026
Q2 		$3.64M Sell
68,328
-10,500
-13% -$548K 1.42% 14
2026
Q1 		$3.86M Sell
78,828
-1,000
-1% -$48.3K 1.69% 14
2025
Q4 		$3.83M Buy
+79,828
New +$3.78M 1.6% 13
2025
Q3 		– Sell
-91,870
Closed -$4.15M – 100
2025
Q2 		$4.15M Buy
91,870
+11,000
+14% +$473K 1.89% 12
2025
Q1 		$3.43M Sell
80,870
-1,750
-2% -$77.8K 1.73% 13
2024
Q4 		$3.66M Hold
82,620
– – 1.88% 12
2024
Q3 		$3.58M Sell
82,620
-800
-1% -$33.6K 1.96% 12
2024
Q2 		$3.46M Buy
83,420
+24,020
+40% +$965K 1.85% 12
2024
Q1 		$2.38M Hold
59,400
– – 1.37% 18
2023
Q4 		$2.27M Hold
59,400
– – 1.48% 17
2023
Q3 		$2.08M Hold
59,400
– – 1.68% 15
2023
Q2 		$2.13M Buy
59,400
+2,500
+4% +$85.5K 1.67% 16
2023
Q1 		$1.91M Buy
56,900
+33,576
+144% +$1.08M 1.63% 17
2022
Q4 		$1.49M Hold
23,324
– – 1.37% 16
2022
Q3 		$1.41M Sell
23,324
-27,076
-54% -$843K 2.14% 14
2022
Q2 		$1.51M Hold
50,400
– – 1.94% 15
2022
Q1 		$1.71M Sell
50,400
-7,000
-12% -$230K 1.77% 16
2021
Q4 		$1.92M Buy
+57,400
New +$1.88M 1.67% 14

Other funds holding BAPR

MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

My Personal CFO LLC's BAPR Position: Q3 2026 in Review

My Personal CFO LLC held its Innovator US Equity Buffer ETF April (BAPR) position steady in Q3 2026 at 68,328 shares worth $3.73M. The position accounts for 1.34% of the portfolio, ranked #15.

My Personal CFO LLC first reported a position in BAPR in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.15M in Q2 2025. 14 funds tracked by Wall St. Rank hold BAPR as of Q3 2026.

  • My Personal CFO LLC held 68,328 shares of Innovator US Equity Buffer ETF April worth $3.73M as of Q3 2026.
  • My Personal CFO LLC left its Innovator US Equity Buffer ETF April share count unchanged in Q3 2026.
  • Innovator US Equity Buffer ETF April made up 1.34% of My Personal CFO LLC's portfolio in Q3 2026, its #15 holding.
  • My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF April in Q4 2021 and has held it in 19 quarters since.
  • My Personal CFO LLC's Innovator US Equity Buffer ETF April position peaked at $4.15M in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.