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Pitti Group Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to April 2028 AAPR Stock Holding History

Pitti Group Wealth Management’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
Q1 		– Sell
-11,516
Closed -$304K – 79
2024
Q4 		$304K Buy
+11,516
New +$303K 0.31% 59

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Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
AA
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Pitti Group Wealth Management's AAPR Position: Q1 2025 in Review

Pitti Group Wealth Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) in Q1 2025, closing a stake of 11,516 shares — an estimated $304K sold.

Pitti Group Wealth Management first reported a position in AAPR in Q4 2024 and held it in 1 quarter. The position peaked at $304K in Q4 2024. 51 funds tracked by Wall St. Rank hold AAPR as of Q1 2025.

  • Pitti Group Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position as of Q1 2025 after selling out during the quarter.
  • Pitti Group Wealth Management sold 11,516 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q1 2025, an estimated $304K.
  • Pitti Group Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q4 2024 and held it in 1 quarter.
  • Pitti Group Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $304K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q1 2025.

Based on Pitti Group Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.