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Whipplewood Advisors’s Innovator Premium Income 20 Barrier ETF April APRH Stock Holding History

Whipplewood Advisors’s Portfolio APRH Stock Details APRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$772K Buy
31,480
+1,144
+4% +$28.4K 0.4% 69
2025
Q4 		$750K Buy
30,336
+508
+2% +$12.7K 0.48% 68
2025
Q3 		$739K Buy
29,828
+1,072
+4% +$26.8K 0.49% 67
2025
Q2 		$711K Sell
28,756
-488
-2% -$12K 0.39% 74
2025
Q1 		$712K Buy
+29,244
New +$726K 0.42% 61

Other funds holding APRH

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whipplewood Advisors's APRH Position: Q1 2026 in Review

Whipplewood Advisors increased its Innovator Premium Income 20 Barrier ETF April (APRH) stake by 3.8% in Q1 2026, buying an estimated $28.4K and bringing the position to 31,480 shares worth $772K. The position accounts for 0.4% of the portfolio, ranked #69.

Whipplewood Advisors first reported a position in APRH in Q1 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold APRH as of Q1 2026.

  • Whipplewood Advisors held 31,480 shares of Innovator Premium Income 20 Barrier ETF April worth $772K as of Q1 2026.
  • Whipplewood Advisors bought 1,144 Innovator Premium Income 20 Barrier ETF April shares in Q1 2026, an estimated $28.4K.
  • Innovator Premium Income 20 Barrier ETF April made up 0.4% of Whipplewood Advisors's portfolio in Q1 2026, its #69 holding.
  • Whipplewood Advisors first reported a position in Innovator Premium Income 20 Barrier ETF April in Q1 2025 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF April as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.