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Todd Wealth Management, LLC’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Todd Wealth Management, LLC’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 		$4.29M Buy
122,192
+40,210
+49% +$1.39M 3.25% 7
2026
Q1 		$2.74M Hold
81,982
– – 2.49% 10
2025
Q4 		$2.69M Buy
+81,982
New +$2.66M 2.43% 12

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 22.9% 1-Year Est. Return

Todd Wealth Management, LLC's UAPR Position: Q2 2026 in Review

Todd Wealth Management, LLC increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 49% in Q2 2026, buying an estimated $1.39M and bringing the position to 122,192 shares worth $4.29M. The position accounts for 3.25% of the portfolio, ranked #7.

Todd Wealth Management, LLC first reported a position in UAPR in Q4 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

  • Todd Wealth Management, LLC held 122,192 shares of Innovator US Equity Ultra Buffer ETF April worth $4.29M as of Q2 2026.
  • Todd Wealth Management, LLC bought 40,210 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $1.39M.
  • Innovator US Equity Ultra Buffer ETF April made up 3.25% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #7 holding.
  • Todd Wealth Management, LLC first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.