Creative Planning’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Creative Planning’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	$229K	Buy	+6,858	New	+$226K	﹤0.01%	3637

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

Creative Planning's UAPR Position: Q1 2026 in Review

Creative Planning opened a new position in Innovator US Equity Ultra Buffer ETF April (UAPR) in Q1 2026: 6,858 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #3637 among its holdings.

80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

Creative Planning held 6,858 shares of Innovator US Equity Ultra Buffer ETF April worth $229K as of Q1 2026.
Innovator US Equity Ultra Buffer ETF April was a new Creative Planning position in Q1 2026.
Innovator US Equity Ultra Buffer ETF April made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3637 holding.
80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.