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Spire Wealth Management’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

Spire Wealth Management’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 		$1.42M Sell
26,648
-125
-0.5% -$6.53K 0.04% 334
2026
Q1 		$1.31M Sell
26,773
-61
-0.2% -$2.95K 0.04% 340
2025
Q4 		$1.29M Sell
26,834
-358
-1% -$16.9K 0.04% 343
2025
Q3 		$1.28M Sell
27,192
-2,712
-9% -$125K 0.04% 333
2025
Q2 		$1.35M Buy
29,904
+1,504
+5% +$64.7K 0.05% 306
2025
Q1 		$1.21M Sell
28,400
-2,005
-7% -$89.1K 0.04% 362
2024
Q4 		$1.35M Hold
30,405
– – 0.04% 325
2024
Q3 		$1.32M Hold
30,405
– – 0.04% 312
2024
Q2 		$1.26M Buy
30,405
+2,005
+7% +$80.5K 0.04% 297
2024
Q1 		$1.14M Hold
28,400
– – 0.02% 349
2023
Q4 		$1.1M Hold
28,400
– – 0.04% 342
2023
Q3 		$993K Sell
28,400
-1
-0% -$36 0.04% 328
2023
Q2 		$1.02M Buy
28,401
+19,201
+209% +$657K 0.04% 349
2023
Q1 		$309K Buy
+9,200
New +$297K 0.01% 609
2022
Q3 		– Sell
-8,999
Closed -$269K – 2202
2022
Q2 		$269K Buy
+8,999
New +$285K 0.01% 665

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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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 $104B AUM 28.3% 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

Spire Wealth Management's BAPR Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Buffer ETF April (BAPR) stake by 0.47% in Q2 2026, selling an estimated $6.53K and leaving 26,648 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #334.

Spire Wealth Management first reported a position in BAPR in Q2 2022 and has held it in 15 quarters since. 123 funds tracked by Wall St. Rank hold BAPR as of Q2 2026.

  • Spire Wealth Management held 26,648 shares of Innovator US Equity Buffer ETF April worth $1.42M as of Q2 2026.
  • Spire Wealth Management sold 125 Innovator US Equity Buffer ETF April shares in Q2 2026, an estimated $6.53K.
  • Innovator US Equity Buffer ETF April made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #334 holding.
  • Spire Wealth Management first reported a position in Innovator US Equity Buffer ETF April in Q2 2022 and has held it in 15 quarters since.
  • 123 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.