Evergreen Private Wealth’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Evergreen Private Wealth’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
2025 Q4	–	Sell	-816	Closed	-$26.2K	–	215
2025 Q3	$26.2K	Hold	816	–	–	0.01%	130
2025 Q2	$25.5K	Hold	816	–	–	0.01%	135
2025 Q1	$24.4K	Hold	816	–	–	0.01%	134
2024 Q4	$25.2K	Hold	816	–	–	0.01%	137
2024 Q3	$24.6K	Hold	816	–	–	0.01%	141
2024 Q2	$23.7K	Hold	816	–	–	0.01%	140
2024 Q1	$23K	Hold	816	–	–	0.01%	146
2023 Q4	$22.4K	Buy	+816	New	+$21.6K	0.01%	140

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Evergreen Private Wealth's UAPR Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q4 2025, closing a stake of 816 shares — an estimated $26.2K sold.

Evergreen Private Wealth first reported a position in UAPR in Q4 2023 and held it in 8 quarters. The position peaked at $26.2K in Q3 2025. 83 funds tracked by Wall St. Rank hold UAPR as of Q4 2025.

Evergreen Private Wealth reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 816 Innovator US Equity Ultra Buffer ETF April shares in Q4 2025, an estimated $26.2K.
Evergreen Private Wealth first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's Innovator US Equity Ultra Buffer ETF April position peaked at $26.2K in Q3 2025.
83 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.