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

O'Connor 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
2025
Q4 		– Sell
-12,187
Closed -$340K – 66
2025
Q3 		$340K Hold
12,187
– – 0.14% 51
2025
Q2 		$333K Hold
12,187
– – 0.15% 45
2025
Q1 		$319K Hold
12,187
– – 0.17% 40
2024
Q4 		$321K Hold
12,187
– – 0.17% 42
2024
Q3 		$320K Hold
12,187
– – 0.17% 42
2024
Q2 		$308K Buy
+12,187
New +$302K 0.18% 39

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
MFF
Michels Family Financial Fort Worth, Texas $156M AUM 26.12% 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
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

O'Connor Financial Group's AAPR Position: Q4 2025 in Review

O'Connor Financial Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) in Q4 2025, closing a stake of 12,187 shares — an estimated $340K sold.

O'Connor Financial Group first reported a position in AAPR in Q2 2024 and held it in 6 quarters. The position peaked at $340K in Q3 2025. 49 funds tracked by Wall St. Rank hold AAPR as of Q4 2025.

  • O'Connor Financial Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position as of Q4 2025 after selling out during the quarter.
  • O'Connor Financial Group sold 12,187 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q4 2025, an estimated $340K.
  • O'Connor Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q2 2024 and held it in 6 quarters.
  • O'Connor Financial Group's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $340K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q4 2025.

Based on O'Connor Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.