Safe Harbor Wealth Advisors’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Safe Harbor Wealth Advisors’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
2025 Q4	$207K	Buy	+4,278	New	+$202K	0.2%	95

Other funds holding BAPR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

Macco Financial Group Green Bay, Wisconsin $154M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Safe Harbor Wealth Advisors's BAPR Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Innovator US Equity Buffer ETF April (BAPR) in Q4 2025: 4,278 shares worth $207K. The stake represents 0.2% of the portfolio and ranks #95 among its holdings.

110 funds tracked by Wall St. Rank hold BAPR as of Q4 2025.

Safe Harbor Wealth Advisors held 4,278 shares of Innovator US Equity Buffer ETF April worth $207K as of Q4 2025.
Innovator US Equity Buffer ETF April was a new Safe Harbor Wealth Advisors position in Q4 2025.
Innovator US Equity Buffer ETF April made up 0.2% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #95 holding.
110 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.