APRJ β€” INNOVATOR ETFS TR

Ownership history in Maia Wealth LLC  Β·  7 quarters on record

AI Ownership Summary

Maia Wealth LLC reported INNOVATOR ETFS TR (APRJ) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.13% in 2023 Q4. The latest visible filing shows APRJ at 0.05% 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 APRJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Maia Wealth LLC's position in INNOVATOR ETFS TR, 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

APRJ was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Maia Wealth LLC held APRJ β€” position size vs. price
% of Fund (quarterly)    APRJ 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 ADDED 12,358 +153 +1.3% 0.05% $306K 2026-02-14 (Est.) $24.40
2025 Q3 ADDED 12,205 +298 +2.5% 0.05% $303K 2025-11-13 $24.11
2025 Q2 UNCHANGED 11,907 β€” 0% 0.06% $293K 2025-08-13 $23.84
2025 Q1 ADDED 11,907 +168 +1.4% 0.07% $287K 2025-05-12 $23.38
2024 Q4 ADDED 11,739 +164 +1.4% 0.06% $290K 2025-02-05 $23.11
2024 Q3 REDUCED 11,575 -1,737 -13.0% 0.07% $286K 2024-10-30 $22.80
2023 Q4 INITIATED 13,312 β€” β€” 0.13% $327K 2024-02-13 $21.83

FAQ About Maia Wealth LLC and APRJ

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

How long has Maia Wealth LLC reported owning APRJ?

Maia Wealth LLC reported APRJ across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported APRJ position in Maia Wealth LLC's portfolio?

The largest reported portfolio weight for APRJ was 0.13% in 2023 Q4.

What is the latest reported APRJ position on this page?

The most recent filing on this page is 2025 Q4, when Maia Wealth LLC reported 12,358 shares, equal to 0.05% of portfolio, with an estimated market value of $306K.

What does the chart on this APRJ ownership page compare?

The chart compares Maia Wealth LLC's quarterly APRJ 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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