TWM
TAPR

Tradition Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to April 2027 TAPR Stock Holding History

Tradition Wealth Management’s Portfolio TAPR Stock Details TAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$250K Hold
9,700
– – 0.02% 422
2025
Q4 		$251K Hold
9,700
– – 0.02% 422
2025
Q3 		$248K Hold
9,700
– – 0.02% 411
2025
Q2 		$244K Buy
+9,700
New +$238K 0.02% 398

Other funds holding TAPR

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tradition Wealth Management's TAPR Position: Q1 2026 in Review

Tradition Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to April 2027 (TAPR) position steady in Q1 2026 at 9,700 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #422.

Tradition Wealth Management first reported a position in TAPR in Q2 2025 and has held it in 4 quarters since. The position peaked at $251K in Q4 2025. 15 funds tracked by Wall St. Rank hold TAPR as of Q1 2026.

  • Tradition Wealth Management held 9,700 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2027 worth $250K as of Q1 2026.
  • Tradition Wealth Management left its Innovator Equity Defined Protection ETF - 2 Yr to April 2027 share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2027 made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #422 holding.
  • Tradition Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2027 in Q2 2025 and has held it in 4 quarters since.
  • Tradition Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to April 2027 position peaked at $251K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2027 as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.