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PlanVest Financial’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

PlanVest Financial’s Portfolio BAPR Stock Details BAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Sell
6,472
-284
-4% -$14.8K 0.23% 72
2026
Q1 		$331K Buy
+6,756
New +$327K 0.25% 71

Other funds holding BAPR

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MFG
Macco Financial Group Green Bay, Wisconsin $154M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PlanVest Financial's BAPR Position: Q2 2026 in Review

PlanVest Financial reduced its Innovator US Equity Buffer ETF April (BAPR) stake by 4.2% in Q2 2026, selling an estimated $14.8K and leaving 6,472 shares worth $345K. The position accounts for 0.23% of the portfolio, ranked #72.

PlanVest Financial first reported a position in BAPR in Q1 2026 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold BAPR as of Q2 2026.

  • PlanVest Financial held 6,472 shares of Innovator US Equity Buffer ETF April worth $345K as of Q2 2026.
  • PlanVest Financial sold 284 Innovator US Equity Buffer ETF April shares in Q2 2026, an estimated $14.8K.
  • Innovator US Equity Buffer ETF April made up 0.23% of PlanVest Financial's portfolio in Q2 2026, its #72 holding.
  • PlanVest Financial first reported a position in Innovator US Equity Buffer ETF April in Q1 2026 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q2 2026.

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