PlanVest Financial, Inc
Position in BAPR — Innovator U.S. Equity Buffer ETF - April
CIK 2135239
GAITHERSBURG, MD
Position in BAPR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$344,698
+$13,790 QoQ
Shares Held
6,472
-4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#50
of 78 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAPR Over Time
Shares Held
Position Value (USD)
All Filings in BAPR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,698 | 6,472 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $330,908 | 6,756 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||