Ino Eq Po ETF 2YR AP2028-UsdAAPRETF

13F holders, Q1 2025 (March 31)
51holders −3
3new positions
7sold out
$26.17avg. 13F price*

At the end of Q1 2025, 51 institutions reported holding Ino Eq Po ETF 2YR AP2028-Usd (AAPR) in their 13F filings, down 3 from Q4 2024. 3 opened new positions and 7 sold out. The largest holders were Kestra Advisory Services, LLC ($3.4M), Commonwealth Equity Services, LLC ($3.4M) and Centaurus Financial, Inc. ($2.9M).

Company
Ino Eq Po ETF 2YR AP2028-Usd
Filed as
INNOVATOR ETFS TRUST (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$1.1M
Exits7$2.4M

All 13F filers, Q4 2024 → Q1 2025: 108,948 shares bought and 237,883 shares sold, net −128,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 51 holders

Kestra Advisory Services, LLC 0.02% Reduce -5.3% 130,951 $3.4M
Commonwealth Equity Services, LLC 0.00% Add +8.0% 129,386 $3.4M
Centaurus Financial, Inc. 0.17% Reduce -2.0% 110,012 $2.9M
Strategic Blueprint, LLC 0.07% Reduce -3.4% 45,794 $1.2M
Raymond James Financial Inc. 0.00% Reduce -60.0% 42,274 $1.1M
Brookstone Capital Management 0.02% Reduce -6.5% 41,833 $1.1M
Old Mission Capital LLC 0.02% Add +184.2% 41,338 $1.1M
Bullseye Investment Management, LLC 0.60% Add +12.7% 35,879 $939K
Crown Wealth Group, LLC 0.47% Reduce -19.5% 34,410 $900K
Bison Wealth, LLC 0.08% New 32,531 $851K
Trek Financial, LLC 0.06% No change 32,098 $840K
MTM Financial Group, LLC 0.45% Reduce -5.4% 29,496 $772K
LPL Financial LLC 0.00% Add +133.1% 26,222 $686K
Susquehanna International Group, LLP 0.00% Reduce -44.8% 24,579 $643K
World Investment Advisors 0.02% No change 23,926 $626K
Wealth Enhancement Advisory Services, LLC 0.00% No change 23,050 $603K
Garden State Investment Advisory Services LLC 0.19% No change 22,775 $596K
Cetera Investment Advisers 0.00% Reduce -10.1% 21,525 $563K
Comprehensive Financial Consultants Institutional, Inc. 0.19% No change 20,701 $542K
Lineweaver Wealth Advisors, LLC 0.09% No change 19,425 $508K
KFG Wealth Management, LLC 0.09% No change 19,322 $506K
Crosspoint Financial, LLC 1.43% — 18,875 $494K
Foundations Investment Advisors, LLC 0.01% Reduce -10.3% 17,827 $467K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -18.5% 17,448 $457K
Spire Wealth Management 0.01% Add +50.6% 17,399 $455K
Legacy Capital Wealth Partners, LLC 0.11% No change 16,562 $433K
HighTower Advisors, LLC 0.00% Reduce -3.9% 15,202 $398K
Osaic Holdings, Inc. 0.00% Reduce -57.5% 14,765 $386K
Three Seasons Wealth, LLC 0.17% No change 12,747 $334K
Visionary Wealth Advisors 0.02% Reduce -24.3% 12,630 $331K
Cypress Wealth Services, LLC 0.07% No change 12,519 $328K
Keystone Wealth Services, LLC 0.09% Reduce -20.2% 12,242 $320K
O'Connor Financial Group LLC 0.17% No change 12,187 $319K
Farther Finance Advisors, LLC 0.01% Add +74.3% 9,933 $261K
GTS Securities LLC 0.01% New 8,403 $220K
Diligent Investors, LLC 0.05% No change 8,250 $216K
Novus Advisors, LLC 0.22% No change 8,200 $215K
Atria Wealth Solutions, Inc. 0.00% Reduce -2.8% 7,782 $204K
Geneos Wealth Management Inc. 0.01% No change 7,000 $183K
Barclays PLC 0.00% Add +45.4% 5,694 $149K
Glen Eagle Advisors, LLC 0.02% No change 5,640 $148K
CoreCap Advisors, LLC 0.01% Reduce -9.0% 5,237 $137K
Harbour Investments, Inc. 0.00% No change 4,320 $113K
JPMorgan Chase & Co. 0.00% No change 4,163 $109K
Steward Partners Investment Advisory, LLC 0.00% Reduce -14.0% 3,477 $91K
AE Wealth Management LLC 0.00% No change 3,055 $80K
IFP Advisors, Inc 0.00% No change 2,900 $76K
NBZ Investment Advisors LLC 0.02% No change 1,635 $43K
UBS Group AG 0.00% New 834 $22K
DHJJ Financial Advisors, Ltd. 0.00% No change 405 $11K
Sunbelt Securities, Inc. 0.00% Reduce -92.6% 80 $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.