AssuredPartners Investment Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

AssuredPartners Investment 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
2026 Q2	$3.45M	Sell	98,257 -34	-0%	-$1.18K	0.33%	76
2026 Q1	$3.3M	Hold	98,291	–	–	0.36%	70
2025 Q4	$3.22M	Buy	+98,291	New	+$3.18M	0.48%	52
2025 Q2	–	Sell	-104,475	Closed	-$3.12M	–	323
2025 Q1	$3.12M	Sell	104,475 -26,654	-20%	-$825K	0.6%	43
2024 Q4	$4.04M	Buy	+131,129	New	+$4.03M	0.79%	31

Other funds holding UAPR

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

PWA

Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

AssuredPartners Investment Advisors's UAPR Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 0.03% in Q2 2026, selling an estimated $1.18K and leaving 98,257 shares worth $3.45M. The position accounts for 0.33% of the portfolio, ranked #76.

AssuredPartners Investment Advisors first reported a position in UAPR in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.04M in Q4 2024. 86 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

AssuredPartners Investment Advisors held 98,257 shares of Innovator US Equity Ultra Buffer ETF April worth $3.45M as of Q2 2026.
AssuredPartners Investment Advisors sold 34 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $1.18K.
Innovator US Equity Ultra Buffer ETF April made up 0.33% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #76 holding.
AssuredPartners Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Innovator US Equity Ultra Buffer ETF April position peaked at $4.04M in Q4 2024.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.