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

Visionary Wealth Advisors’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 		$277K Hold
9,630
– – 0.01% 541
2025
Q4 		$274K Sell
9,630
-3,000
-24% -$84.3K 0.01% 516
2025
Q3 		$353K Hold
12,630
– – 0.02% 461
2025
Q2 		$344K Hold
12,630
– – 0.02% 432
2025
Q1 		$331K Sell
12,630
-4,044
-24% -$107K 0.02% 415
2024
Q4 		$440K Hold
16,674
– – 0.03% 370
2024
Q3 		$437K Hold
16,674
– – 0.03% 362
2024
Q2 		$422K Buy
+16,674
New +$413K 0.03% 355

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

Visionary Wealth Advisors's AAPR Position: Q1 2026 in Review

Visionary Wealth Advisors held its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 (AAPR) position steady in Q1 2026 at 9,630 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #541.

Visionary Wealth Advisors first reported a position in AAPR in Q2 2024 and has held it in 8 quarters since. The position peaked at $440K in Q4 2024. 50 funds tracked by Wall St. Rank hold AAPR as of Q1 2026.

  • Visionary Wealth Advisors held 9,630 shares of Innovator Equity Defined Protection ETF - 2 Yr to April 2028 worth $277K as of Q1 2026.
  • Visionary Wealth Advisors left its Innovator Equity Defined Protection ETF - 2 Yr to April 2028 share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to April 2028 made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #541 holding.
  • Visionary Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to April 2028 in Q2 2024 and has held it in 8 quarters since.
  • Visionary Wealth Advisors's Innovator Equity Defined Protection ETF - 2 Yr to April 2028 position peaked at $440K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to April 2028 as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.