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 Q2	$220K	Buy	+6,277	New	+$217K	﹤0.01%	1883

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

AIA

AssuredPartners Investment Advisors Tampa, Florida $1.03B AUM 34.9% 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

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

Concurrent Investment Advisors opened a new position in Innovator US Equity Ultra Buffer ETF April (UAPR) in Q2 2026: 6,277 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1883 among its holdings.

86 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

Concurrent Investment Advisors held 6,277 shares of Innovator US Equity Ultra Buffer ETF April worth $220K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF April was a new Concurrent Investment Advisors position in Q2 2026.
Innovator US Equity Ultra Buffer ETF April made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1883 holding.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.