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Accurate Wealth Management’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Accurate Wealth Management’s Portfolio UAPR Stock Details UAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Hold
6,100
– – 0.02% 534
2026
Q1 		$207K Hold
6,100
– – 0.03% 515
2025
Q4 		$201K Buy
+6,100
New +$198K 0.03% 495
2025
Q1 		– Sell
-7,525
Closed -$231K – 410
2024
Q4 		$231K Sell
7,525
-4,900
-39% -$150K 0.04% 341
2024
Q3 		$378K Buy
12,425
+1,736
+16% +$51K 0.08% 244
2024
Q2 		$315K Hold
10,689
– – 0.08% 229
2024
Q1 		$292K Buy
+10,689
New +$298K 0.09% 219
2023
Q1 		– Sell
-400
Closed -$9.92K – 1382
2022
Q4 		$9.92K Buy
+400
New +$9.9K ﹤0.01% 862

Other funds holding UAPR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Accurate Wealth Management's UAPR Position: Q2 2026 in Review

Accurate Wealth Management held its Innovator US Equity Ultra Buffer ETF April (UAPR) position steady in Q2 2026 at 6,100 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #534.

Accurate Wealth Management first reported a position in UAPR in Q4 2022 and has held it in 8 quarters since. The position peaked at $378K in Q3 2024. 15 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

  • Accurate Wealth Management held 6,100 shares of Innovator US Equity Ultra Buffer ETF April worth $215K as of Q2 2026.
  • Accurate Wealth Management left its Innovator US Equity Ultra Buffer ETF April share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF April made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #534 holding.
  • Accurate Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2022 and has held it in 8 quarters since.
  • Accurate Wealth Management's Innovator US Equity Ultra Buffer ETF April position peaked at $378K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.