Creative Planning
UAPR icon

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
Q2 		$251K Buy
7,157
+299
+4% +$10.4K ﹤0.01% 3711
2026
Q1 		$229K Buy
+6,858
New +$226K ﹤0.01% 3637

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning's UAPR Position: Q2 2026 in Review

Creative Planning increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 4.4% in Q2 2026, buying an estimated $10.4K and bringing the position to 7,157 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #3711.

Creative Planning first reported a position in UAPR in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

  • Creative Planning held 7,157 shares of Innovator US Equity Ultra Buffer ETF April worth $251K as of Q2 2026.
  • Creative Planning bought 299 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $10.4K.
  • Innovator US Equity Ultra Buffer ETF April made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3711 holding.
  • Creative Planning first reported a position in Innovator US Equity Ultra Buffer ETF April in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.