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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
Q2 		$782K Sell
31,381
-99
-0.3% -$2.5K 0.53% 56
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

WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RRA
Red Reef Advisors Boca Raton, Florida $108M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Whipplewood Advisors's APRH Position: Q2 2026 in Review

Whipplewood Advisors reduced its Innovator Premium Income 20 Barrier ETF April (APRH) stake by 0.31% in Q2 2026, selling an estimated $2.5K and leaving 31,381 shares worth $782K. The position accounts for 0.53% of the portfolio, ranked #56.

Whipplewood Advisors first reported a position in APRH in Q1 2025 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold APRH as of Q2 2026.

  • Whipplewood Advisors held 31,381 shares of Innovator Premium Income 20 Barrier ETF April worth $782K as of Q2 2026.
  • Whipplewood Advisors sold 99 Innovator Premium Income 20 Barrier ETF April shares in Q2 2026, an estimated $2.5K.
  • Innovator Premium Income 20 Barrier ETF April made up 0.53% of Whipplewood Advisors's portfolio in Q2 2026, its #56 holding.
  • Whipplewood Advisors first reported a position in Innovator Premium Income 20 Barrier ETF April in Q1 2025 and has held it in 6 quarters since.
  • 25 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF April as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.