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

Concurrent 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
Q3 		$1.64M Buy
45,546
+39,269
+626% +$1.4M 0.01% 911
2026
Q2 		$220K Buy
+6,277
New +$217K ﹤0.01% 1883

Other funds holding UAPR

Tradition Wealth Management
Tradition Wealth Management Edina, Minnesota $1.67B AUM 17.5% 1-Year Est. Return
FA
FAI Advisors Farmington Hills, Michigan $257M AUM 20.66% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Prairie Wealth Advisors
Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
TWM
Todd Wealth Management Venice, Florida $131M AUM 28.18% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

Concurrent Investment Advisors's UAPR Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 626% in Q3 2026, buying an estimated $1.4M and bringing the position to 45,546 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #911.

Concurrent Investment Advisors first reported a position in UAPR in Q2 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold UAPR as of Q3 2026.

  • Concurrent Investment Advisors held 45,546 shares of Innovator US Equity Ultra Buffer ETF April worth $1.64M as of Q3 2026.
  • Concurrent Investment Advisors bought 39,269 Innovator US Equity Ultra Buffer ETF April shares in Q3 2026, an estimated $1.4M.
  • Innovator US Equity Ultra Buffer ETF April made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #911 holding.
  • Concurrent Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.