Beacon Pointe Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Beacon Pointe 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 Q1	$315K	Buy	9,444 +966	+11%	+$31.9K	﹤0.01%	1510
2025 Q4	$278K	Buy	8,478 +750	+10%	+$24.3K	﹤0.01%	1300
2025 Q3	$248K	Sell	7,728 -750	-9%	-$23.8K	﹤0.01%	1250
2025 Q2	$265K	Hold	8,478	–	–	﹤0.01%	1089
2025 Q1	$253K	Hold	8,478	–	–	﹤0.01%	1079
2024 Q4	$261K	Hold	8,478	–	–	﹤0.01%	1054
2024 Q3	$256K	Hold	8,478	–	–	﹤0.01%	1081
2024 Q2	$246K	Buy	+8,478	New	+$239K	﹤0.01%	1118

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 $1.76B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

BCM

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

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

PWA

Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Beacon Pointe Advisors's UAPR Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 11% in Q1 2026, buying an estimated $31.9K and bringing the position to 9,444 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Beacon Pointe Advisors first reported a position in UAPR in Q2 2024 and has held it in 8 quarters since. 80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

Beacon Pointe Advisors held 9,444 shares of Innovator US Equity Ultra Buffer ETF April worth $315K as of Q1 2026.
Beacon Pointe Advisors bought 966 Innovator US Equity Ultra Buffer ETF April shares in Q1 2026, an estimated $31.9K.
Innovator US Equity Ultra Buffer ETF April made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1510 holding.
Beacon Pointe Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2024 and has held it in 8 quarters since.
80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.