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 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MFG

Macco Financial Group Green Bay, Wisconsin $154M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

My Personal CFO LLC's BAPR Position: Q2 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Buffer ETF April (BAPR) stake by 13% in Q2 2026, selling an estimated $548K and leaving 68,328 shares worth $3.64M. The position accounts for 1.42% of the portfolio, ranked #14.

My Personal CFO LLC first reported a position in BAPR in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.15M in Q2 2025. 123 funds tracked by Wall St. Rank hold BAPR as of Q2 2026.

My Personal CFO LLC held 68,328 shares of Innovator US Equity Buffer ETF April worth $3.64M as of Q2 2026.
My Personal CFO LLC sold 10,500 Innovator US Equity Buffer ETF April shares in Q2 2026, an estimated $548K.
Innovator US Equity Buffer ETF April made up 1.42% of My Personal CFO LLC's portfolio in Q2 2026, its #14 holding.
My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF April in Q4 2021 and has held it in 18 quarters since.
My Personal CFO LLC's Innovator US Equity Buffer ETF April position peaked at $4.15M in Q2 2025.
123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.