Ino Eq Po ETF 2YR AP2028-UsdAAPRETF

13F holders, Q2 2024 (June 30)
41holders +40
40new positions
0sold out
1famous investor
$25.33avg. 13F price*

At the end of Q2 2024, 41 institutions reported holding Ino Eq Po ETF 2YR AP2028-Usd (AAPR) in their 13F filings, up 40 from Q1 2024. 40 opened new positions and 0 sold out. The largest holders were Maia Wealth LLC ($3.5M), Kestra Advisory Services, LLC ($3.4M) and Commonwealth Equity Services, LLC ($3.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Ino Eq Po ETF 2YR AP2028-Usd
Filed as
INNOVATOR ETFS TRUST (Q2 2024)
CUSIP
45783Y335
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 1Q1 2024Q2 2024: 41Q2 2024Q3 2024: 47Q3 2024Q4 2024: 54Q4 2024Q1 2025: 51Q1 2025Q2 2025: 46Q2 2025Q3 2025: 48Q3 2025Q4 2025: 50Q4 2025Q1 2026: 51Q1 2026Q2 2026: 54Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions40$30.8M
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 1,217,494 shares bought and 15,383 shares sold, net +1,202,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 41 holders

Maia Wealth LLC 1.04% — 135,961 $3.5M
Kestra Advisory Services, LLC 0.02% New 136,066 $3.4M
Commonwealth Equity Services, LLC 0.01% New 133,296 $3.4M
Centaurus Financial, Inc. 0.19% New 114,867 $2.9M
Bullseye Investment Management, LLC 1.23% New 69,494 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% New 51,121 $1.3M
Kingsview Wealth Management, LLC 0.03% New 46,791 $1.2M
Crown Wealth Group, LLC 0.57% New 45,349 $1.1M
Brookstone Capital Management 0.02% New 43,357 $1.1M
Jane Street Group, LLC 0.00% New 42,461 $1.1M
Garden State Investment Advisory Services LLC 0.34% New 38,744 $980K
Osaic Holdings, Inc. 0.00% New 34,760 $879K
Raymond James Financial Services Advisors, Inc. 0.00% New 34,714 $878K
Old Mission Capital LLC 0.02% Reduce -30.8% 34,617 $875K
Trek Financial, LLC 0.06% New 32,098 $812K
MTM Financial Group, LLC 0.49% New 30,126 $762K
Three Seasons Wealth, LLC 0.35% New 24,974 $632K
World Investment Advisors 0.04% New 23,926 $605K
Wealth Enhancement Advisory Services, LLC 0.00% New 23,050 $583K
Raymond James & Associates 0.00% New 21,632 $547K
Comprehensive Financial Consultants Institutional, Inc. 0.21% New 20,940 $530K
Susquehanna International Group, LLP 0.00% New 20,328 $514K
Cetera Investment Advisers 0.00% New 19,953 $505K
GTS Securities LLC 0.01% New 19,555 $495K
KFG Wealth Management, LLC 0.19% New 19,322 $489K
Crosspoint Financial, LLC 1.95% New 18,875 $477K
Lineweaver Wealth Advisors, LLC 0.09% New 17,170 $434K
Visionary Wealth Advisors 0.03% New 16,674 $422K
Legacy Capital Wealth Partners, LLC 0.11% New 16,562 $419K
HighTower Advisors, LLC 0.00% New 15,817 $401K
Citadel Advisors 0.00% New 14,366 $363K
Cypress Wealth Services, LLC 0.07% New 12,519 $317K
O'Connor Financial Group LLC 0.18% New 12,187 $308K
CoreCap Advisors, LLC 0.02% New 9,214 $233K
Tradition Wealth Management, LLC 0.02% New 8,973 $227K
Atria Wealth Solutions, Inc. 0.00% New 8,582 $217K
Diligent Investors, LLC 0.05% New 8,250 $209K
Steward Partners Investment Advisory, LLC 0.00% New 5,051 $128K
Harbour Investments, Inc. 0.00% New 4,320 $109K
Sunbelt Securities, Inc. 0.00% New 1,080 $27K
Financial Network Wealth Advisors LLC 0.02% New 930 $24K

"% of holder's portfolio" is AAPR's weight in each manager's 13F, not the share of Ino Eq Po ETF 2YR AP2028-Usd the manager owns.