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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
Q2 		$120K Buy
3,424
+2,296
+204% +$79.5K 0.03% 288
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 $1.64B 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

DHJJ Financial Advisors's UAPR Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 204% in Q2 2026, buying an estimated $79.5K and bringing the position to 3,424 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #288.

DHJJ Financial Advisors first reported a position in UAPR in Q4 2020 and has held it in 22 quarters since. The position peaked at $439K in Q4 2021. 86 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

  • DHJJ Financial Advisors held 3,424 shares of Innovator US Equity Ultra Buffer ETF April worth $120K as of Q2 2026.
  • DHJJ Financial Advisors bought 2,296 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $79.5K.
  • Innovator US Equity Ultra Buffer ETF April made up 0.03% of DHJJ Financial Advisors's portfolio in Q2 2026, its #288 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2020 and has held it in 22 quarters since.
  • DHJJ Financial Advisors's Innovator US Equity Ultra Buffer ETF April position peaked at $439K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.