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Pinnacle Wealth Planning Services’s Innovator Equity Defined Protection ETF - 2 Yr to April 2028 AAPR Stock Holding History

Pinnacle Wealth Planning Services’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 		$7.95K Sell
276
-465
-63% -$13.3K ﹤0.01% 2097
2025
Q4 		$21.1K Buy
+741
New +$20.8K ﹤0.01% 1691

Other funds holding AAPR

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

Pinnacle Wealth Planning Services's AAPR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) stake by 63% in Q1 2026, selling an estimated $13.3K and leaving 276 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Pinnacle Wealth Planning Services first reported a position in AAPR in Q4 2025 and has held it in 2 quarters since. The position peaked at $21.1K in Q4 2025. 50 funds tracked by Wall St. Rank hold AAPR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 276 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $7.95K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 465 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q1 2026, an estimated $13.3K.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2097 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $21.1K 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 Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.