WealthPLAN Partners’s Innovator US Equity Buffer ETF April BAPR Stock Holding History

WealthPLAN Partners’s Portfolio BAPR Stock Details BAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$520K	Buy	9,763 +305	+3%	+$15.9K	0.1%	160
2026 Q1	$463K	Hold	9,458	–	–	0.09%	165
2025 Q4	$454K	Hold	9,458	–	–	0.07%	197
2025 Q3	$444K	Hold	9,458	–	–	0.07%	185
2025 Q2	$427K	Hold	9,458	–	–	0.07%	179
2025 Q1	$402K	Buy	9,458 +125	+1%	+$5.55K	0.06%	184
2024 Q4	$414K	Hold	9,333	–	–	0.06%	179
2024 Q3	$405K	Hold	9,333	–	–	0.05%	197
2024 Q2	$387K	Buy	+9,333	New	+$375K	0.04%	229
2023 Q3	–	Sell	-2,360	Closed	-$84.5K	–	372
2023 Q2	$84.5K	Hold	2,360	–	–	0.01%	423
2023 Q1	$79.2K	Buy	+2,360	New	+$76.2K	0.01%	469

Other funds holding BAPR

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MFG

Macco Financial Group Green Bay, Wisconsin $154M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's BAPR Position: Q2 2026 in Review

WealthPLAN Partners increased its Innovator US Equity Buffer ETF April (BAPR) stake by 3.2% in Q2 2026, buying an estimated $15.9K and bringing the position to 9,763 shares worth $520K. The position accounts for 0.1% of the portfolio, ranked #160.

WealthPLAN Partners first reported a position in BAPR in Q1 2023 and has held it in 11 quarters since. 124 funds tracked by Wall St. Rank hold BAPR as of Q2 2026.

WealthPLAN Partners held 9,763 shares of Innovator US Equity Buffer ETF April worth $520K as of Q2 2026.
WealthPLAN Partners bought 305 Innovator US Equity Buffer ETF April shares in Q2 2026, an estimated $15.9K.
Innovator US Equity Buffer ETF April made up 0.1% of WealthPLAN Partners's portfolio in Q2 2026, its #160 holding.
WealthPLAN Partners first reported a position in Innovator US Equity Buffer ETF April in Q1 2023 and has held it in 11 quarters since.
124 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF April as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.