Tradition Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to April 2028 AAPR Stock Holding History

Tradition Wealth Management’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
2024 Q4	–	Sell	-8,973	Closed	-$235K	–	444
2024 Q3	$235K	Hold	8,973	–	–	0.02%	364
2024 Q2	$227K	Buy	+8,973	New	+$222K	0.02%	360

Other funds holding AAPR

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Tradition Wealth Management's AAPR Position: Q4 2024 in Review

Tradition Wealth Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) in Q4 2024, closing a stake of 8,973 shares — an estimated $235K sold.

Tradition Wealth Management first reported a position in AAPR in Q2 2024 and held it in 2 quarters. The position peaked at $235K in Q3 2024. 54 funds tracked by Wall St. Rank hold AAPR as of Q4 2024.

Tradition Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position as of Q4 2024 after selling out during the quarter.
Tradition Wealth Management sold 8,973 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q4 2024, an estimated $235K.
Tradition Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q2 2024 and held it in 2 quarters.
Tradition Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $235K in Q3 2024.
54 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q4 2024.

Based on Tradition Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.