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PlanVest Financial’s Innovator Equity Defined Protection ETF - 2 Yr to April 2028 AAPR Stock Holding History

PlanVest Financial’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 		$59.2K Hold
2,006
– – 0.04% 203
2026
Q1 		$57.8K Buy
+2,006
New +$57.4K 0.04% 193

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
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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

PlanVest Financial's AAPR Position: Q2 2026 in Review

PlanVest Financial held its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) position steady in Q2 2026 at 2,006 shares worth $59.2K. The position accounts for 0.04% of the portfolio, ranked #203.

PlanVest Financial first reported a position in AAPR in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold AAPR as of Q2 2026.

  • PlanVest Financial held 2,006 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $59.2K as of Q2 2026.
  • PlanVest Financial 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 0.04% of PlanVest Financial's portfolio in Q2 2026, its #203 holding.
  • PlanVest Financial first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.