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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
Q2 		$8.14K Hold
276
– – ﹤0.01% 2143
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

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
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
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 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
Cetera Investment Advisers
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
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Pinnacle Wealth Planning Services's AAPR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) position steady in Q2 2026 at 276 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Pinnacle Wealth Planning Services first reported a position in AAPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.1K in Q4 2025. 53 funds tracked by Wall St. Rank hold AAPR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 276 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $8.14K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2143 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 3 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.
  • 53 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.