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PlanVest Financial’s Innovator Growth-100 Power Buffer ETF April NAPR Stock Holding History

PlanVest Financial’s Portfolio NAPR Stock Details NAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$902K Sell
15,236
-376
-2% -$21.9K 0.6% 38
2026
Q1 		$853K Buy
+15,612
New +$845K 0.65% 36

Other funds holding NAPR

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

PlanVest Financial's NAPR Position: Q2 2026 in Review

PlanVest Financial reduced its Innovator Growth-100 Power Buffer ETF April (NAPR) stake by 2.4% in Q2 2026, selling an estimated $21.9K and leaving 15,236 shares worth $902K. The position accounts for 0.6% of the portfolio, ranked #38.

PlanVest Financial first reported a position in NAPR in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold NAPR as of Q2 2026.

  • PlanVest Financial held 15,236 shares of Innovator Growth-100 Power Buffer ETF April worth $902K as of Q2 2026.
  • PlanVest Financial sold 376 Innovator Growth-100 Power Buffer ETF April shares in Q2 2026, an estimated $21.9K.
  • Innovator Growth-100 Power Buffer ETF April made up 0.6% of PlanVest Financial's portfolio in Q2 2026, its #38 holding.
  • PlanVest Financial first reported a position in Innovator Growth-100 Power Buffer ETF April in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF April as of Q2 2026.

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