AAPR β€” INNOVATOR ETFS TRUST

Ownership history in Crown Wealth Group, LLC  Β·  7 quarters on record

AI Ownership Summary

Crown Wealth Group, LLC reported INNOVATOR ETFS TRUST (AAPR) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.57% in 2024 Q2. The latest visible filing shows AAPR at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AAPR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crown Wealth Group, LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AAPR was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crown Wealth Group, LLC held AAPR β€” position size vs. price
% of Fund (quarterly)    AAPR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 33,403 -225 -0.7% 0.27% $949K 2026-02-14 (Est.) $28.56
2025 Q3 REDUCED 33,628 -782 -2.3% 0.28% $939K 2025-10-22 $27.97
2025 Q2 UNCHANGED 34,410 β€” 0% 0.35% $938K 2025-07-16 $27.33
2025 Q1 REDUCED 34,410 -8,350 -19.5% 0.47% $900K 2025-04-25 $26.06
2024 Q4 REDUCED 42,760 -2,589 -5.7% 0.46% $1.1M 2025-02-05 $26.64
2024 Q3 UNCHANGED 45,349 β€” 0% 0.52% $1.2M 2024-11-13 $26.37
2024 Q2 INITIATED 45,349 β€” β€” 0.57% $1.1M 2024-07-26 $25.34

FAQ About Crown Wealth Group, LLC and AAPR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crown Wealth Group, LLC reported owning AAPR?

Crown Wealth Group, LLC reported AAPR across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported AAPR position in Crown Wealth Group, LLC's portfolio?

The largest reported portfolio weight for AAPR was 0.57% in 2024 Q2.

What is the latest reported AAPR position on this page?

The most recent filing on this page is 2025 Q4, when Crown Wealth Group, LLC reported 33,403 shares, equal to 0.27% of portfolio, with an estimated market value of $949K.

What does the chart on this AAPR ownership page compare?

The chart compares Crown Wealth Group, LLC's quarterly AAPR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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