DHJJ Financial Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

DHJJ Financial 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	$37.6K	Hold	1,128	–	–	0.01%	444
2025 Q4	$37K	Hold	1,128	–	–	0.01%	423
2025 Q3	$36.3K	Sell	1,128 -375	-25%	-$11.9K	0.01%	409
2025 Q2	$47K	Sell	1,503 -50	-3%	-$1.51K	0.02%	353
2025 Q1	$46.4K	Hold	1,553	–	–	0.02%	320
2024 Q4	$47.9K	Sell	1,553 -255	-14%	-$7.83K	0.02%	309
2024 Q3	$54.6K	Hold	1,808	–	–	0.02%	291
2024 Q2	$52.5K	Sell	1,808 -1,000	-36%	-$28.2K	0.02%	266
2024 Q1	$79.1K	Sell	2,808 -3,012	-52%	-$83.9K	0.04%	219
2023 Q4	$160K	Sell	5,820 -515	-8%	-$13.6K	0.07%	154
2023 Q3	$163K	Buy	+6,335	New	+$166K	0.08%	139
2023 Q2	–	Sell	-8,625	Closed	-$208K	–	141
2023 Q1	$208K	Sell	8,625 -1,400	-14%	-$34.9K	0.11%	136
2022 Q4	$249K	Sell	10,025 -100	-1%	-$2.48K	0.14%	120
2022 Q3	$246K	Sell	10,125 -5,646	-36%	-$141K	0.14%	111
2022 Q2	$387K	Sell	15,771 -40	-0.3%	-$1.02K	0.22%	88
2022 Q1	$419K	Sell	15,811 -890	-5%	-$23.3K	0.2%	90
2021 Q4	$439K	Sell	16,701 -20	-0.1%	-$521	0.21%	88
2021 Q3	$430K	Hold	16,721	–	–	0.22%	84
2021 Q2	$429K	Sell	16,721 -240	-1%	-$6.11K	0.23%	83
2021 Q1	$426K	Hold	16,961	–	–	0.25%	73
2020 Q4	$424K	Buy	+16,961	New	+$420K	0.27%	70

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

DHJJ Financial Advisors's UAPR Position: Q1 2026 in Review

DHJJ Financial Advisors held its Innovator US Equity Ultra Buffer ETF April (UAPR) position steady in Q1 2026 at 1,128 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #444.

DHJJ Financial Advisors first reported a position in UAPR in Q4 2020 and has held it in 21 quarters since. The position peaked at $439K in Q4 2021. 80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

DHJJ Financial Advisors held 1,128 shares of Innovator US Equity Ultra Buffer ETF April worth $37.6K as of Q1 2026.
DHJJ Financial Advisors left its Innovator US Equity Ultra Buffer ETF April share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF April made up 0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #444 holding.
DHJJ Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2020 and has held it in 21 quarters since.
DHJJ Financial Advisors's Innovator US Equity Ultra Buffer ETF April position peaked at $439K in Q4 2021.
80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.