AAPR — INNOVATOR ETFS TRUST

Ownership history in Keystone Wealth Services, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in INNOVATOR ETFS TRUST (AAPR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2024 Q3)
Avg. % of fund
0.09%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 12,242 — 0% 0.07% $348K $28.41
2025 Q3 UNCHANGED 12,242 — 0% 0.07% $342K $27.93
2025 Q2 UNCHANGED 12,242 — 0% 0.08% $334K $27.26
2025 Q1 REDUCED 12,242 -3,100 -20.2% 0.09% $320K $26.17
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPR price (monthly, adj. close)

Other funds also holding AAPR

As of 2025 Q4 — sorted by position size

CROSSPOINT FINANCIAL, LLC 3Y 1.26% Michels Family Financial, LLC 0.77% Bullseye Investment Management, LLC 3Y 0.57% Peak Wealth Management LLC 0.49% Crown Wealth Group, LLC 3Y 0.27% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.11% BridgePort Financial Solutions, LLC 0.08% KFG WEALTH MANAGEMENT, LLC 3Y 0.07% Lineweaver Wealth Advisors, LLC 3Y 0.07% Diligent Investors, LLC 3Y 7Y 0.06%
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