UBS Group
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UBS Group’s Innovator Equity Defined Protection ETF - 2 Yr to April 2028 AAPR Stock Holding History

UBS Group’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 		$9.36K Buy
325
+38
+13% +$1.09K ﹤0.01% 8445
2025
Q4 		$8.15K Sell
287
-716
-71% -$20.1K ﹤0.01% 8389
2025
Q3 		$28K Buy
+1,003
New +$27.7K ﹤0.01% 7943
2025
Q2 		– Sell
-834
Closed -$21.8K – 10955
2025
Q1 		$21.8K Buy
+834
New +$22.1K ﹤0.01% 8176
2024
Q4 		– Sell
-83
Closed -$2.18K – 10515
2024
Q3 		$2.18K Buy
+83
New +$2.13K ﹤0.01% 8483

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 $377B 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 $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

UBS Group's AAPR Position: Q1 2026 in Review

UBS Group increased its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) stake by 13% in Q1 2026, buying an estimated $1.09K and bringing the position to 325 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #8445.

UBS Group first reported a position in AAPR in Q3 2024 and has held it in 5 quarters since. The position peaked at $28K in Q3 2025. 50 funds tracked by Wall St. Rank hold AAPR as of Q1 2026.

  • UBS Group held 325 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $9.36K as of Q1 2026.
  • UBS Group bought 38 Innovator Equity Defined Protection ETF - 2 Yr to April 2028 shares in Q1 2026, an estimated $1.09K.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8445 holding.
  • UBS Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q3 2024 and has held it in 5 quarters since.
  • UBS Group's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $28K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.