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Arkadios Wealth Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Arkadios Wealth Advisors’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
2025
Q3 		– Sell
-12,054
Closed -$377K – 1520
2025
Q2 		$377K Buy
+12,054
New +$364K 0.01% 963

Other funds holding UAPR

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Arkadios Wealth Advisors's UAPR Position: Q3 2025 in Review

Arkadios Wealth Advisors sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q3 2025, closing a stake of 12,054 shares — an estimated $377K sold.

Arkadios Wealth Advisors first reported a position in UAPR in Q2 2025 and held it in 1 quarter. The position peaked at $377K in Q2 2025. 81 funds tracked by Wall St. Rank hold UAPR as of Q3 2025.

  • Arkadios Wealth Advisors reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q3 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 12,054 Innovator US Equity Ultra Buffer ETF April shares in Q3 2025, an estimated $377K.
  • Arkadios Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2025 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Innovator US Equity Ultra Buffer ETF April position peaked at $377K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q3 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.