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Steward Partners Investment Advisory’s Innovator Equity Defined Protection ETF - 2 Yr to April 2028 AAPR Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$100K Hold
3,477
– – ﹤0.01% 2366
2025
Q4 		$98.8K Hold
3,477
– – ﹤0.01% 2303
2025
Q3 		$97.1K Hold
3,477
– – ﹤0.01% 2249
2025
Q2 		$94.8K Hold
3,477
– – ﹤0.01% 2142
2025
Q1 		$91K Sell
3,477
-564
-14% -$14.9K ﹤0.01% 2067
2024
Q4 		$107K Hold
4,041
– – ﹤0.01% 1942
2024
Q3 		$106K Sell
4,041
-1,010
-20% -$25.9K ﹤0.01% 1848
2024
Q2 		$128K Buy
+5,051
New +$125K ﹤0.01% 1658

Other funds holding AAPR

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return