Ino Eq Po ETF 2YR AP2028-UsdAAPRETF

13F holders, Q3 2024 (September 30)
47holders +6
12new positions
6sold out
$26.23avg. 13F price*

At the end of Q3 2024, 47 institutions reported holding Ino Eq Po ETF 2YR AP2028-Usd (AAPR) in their 13F filings, up 6 from Q2 2024. 12 opened new positions and 6 sold out. The largest holders were Kestra Advisory Services, LLC ($3.6M), Commonwealth Equity Services, LLC ($3.2M) and Centaurus Financial, Inc. ($3.0M).

Company
Ino Eq Po ETF 2YR AP2028-Usd
Filed as
INNOVATOR ETFS TRUST (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions12$3.3M
Exits6$6.3M

All 13F filers, Q2 2024 → Q3 2024: 229,975 shares bought and 277,195 shares sold, net −47,220 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

Kestra Advisory Services, LLC 0.02% Add +1.6% 138,226 $3.6M
Commonwealth Equity Services, LLC 0.00% Reduce -8.2% 122,306 $3.2M
Centaurus Financial, Inc. 0.19% Reduce -0.9% 113,773 $3.0M
Bullseye Investment Management, LLC 1.67% Add +52.4% 105,925 $2.8M
Raymond James Financial Services Advisors, Inc. 0.00% Add +150.0% 86,795 $2.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.1% 47,980 $1.3M
Crown Wealth Group, LLC 0.52% No change 45,349 $1.2M
Brookstone Capital Management 0.02% Add +3.5% 44,875 $1.2M
Strategic Blueprint, LLC 0.07% New 43,684 $1.1M
Garden State Investment Advisory Services LLC 0.34% Add +5.3% 40,786 $1.1M
Kingsview Wealth Management, LLC 0.02% Reduce -25.5% 34,858 $914K
Osaic Holdings, Inc. 0.00% No change 34,760 $911K
Trek Financial, LLC 0.06% No change 32,098 $842K
MTM Financial Group, LLC 0.50% Add +3.4% 31,148 $817K
Three Seasons Wealth, LLC 0.34% No change 24,974 $655K
Susquehanna International Group, LLP 0.00% Add +21.5% 24,704 $648K
Cetera Investment Advisers 0.00% Add +19.9% 23,930 $627K
World Investment Advisors 0.02% No change 23,926 $627K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.3% 23,119 $606K
Foundations Investment Advisors, LLC 0.01% New 22,263 $584K
Raymond James & Associates 0.00% No change 21,632 $567K
Comprehensive Financial Consultants Institutional, Inc. 0.20% No change 20,940 $549K
Lineweaver Wealth Advisors, LLC 0.10% Add +13.1% 19,425 $509K
KFG Wealth Management, LLC 0.11% No change 19,322 $507K
Crosspoint Financial, LLC 1.70% No change 18,875 $495K
HBW Advisory Services LLC 0.06% New 16,939 $444K
Visionary Wealth Advisors 0.03% No change 16,674 $437K
Legacy Capital Wealth Partners, LLC 0.09% No change 16,562 $434K
HighTower Advisors, LLC 0.00% No change 15,817 $415K
Keystone Wealth Services, LLC 0.11% New 15,342 $402K
Cypress Wealth Services, LLC 0.07% No change 12,519 $328K
O'Connor Financial Group LLC 0.17% No change 12,187 $320K
Tradition Wealth Management, LLC 0.02% No change 8,973 $235K
FC Advisory LLC 0.08% New 8,526 $224K
CoreCap Advisors, LLC 0.01% Reduce -8.2% 8,457 $222K
Diligent Investors, LLC 0.05% No change 8,250 $216K
Atria Wealth Solutions, Inc. 0.00% Reduce -4.4% 8,202 $215K
Farther Finance Advisors, LLC 0.01% New 5,698 $149K
Glen Eagle Advisors, LLC 0.03% New 5,640 $148K
Harbour Investments, Inc. 0.00% No change 4,320 $113K
Steward Partners Investment Advisory, LLC 0.00% Reduce -20.0% 4,041 $106K
IFP Advisors, Inc 0.00% New 2,900 $76K
Barclays PLC 0.00% New 2,000 $52K
Sunbelt Securities, Inc. 0.00% No change 1,080 $28K
Aspire Wealth Management Corp 0.01% New 564 $15K
DHJJ Financial Advisors, Ltd. 0.00% New 405 $11K
UBS Group AG 0.00% New 83 $2K

"% 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.