EWM
UAPR icon

Evolution Wealth Management’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Evolution Wealth Management’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 		$38.3K Sell
1,148
-12
-1% -$396 0.03% 315
2025
Q4 		$38K Hold
1,160
– – 0.03% 271
2025
Q3 		$37.3K Hold
1,160
– – 0.04% 228
2025
Q2 		$36.3K Buy
+1,160
New +$35K 0.04% 209

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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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

Evolution Wealth Management's UAPR Position: Q1 2026 in Review

Evolution Wealth Management reduced its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 1% in Q1 2026, selling an estimated $396 and leaving 1,148 shares worth $38.3K. The position accounts for 0.03% of the portfolio, ranked #315.

Evolution Wealth Management first reported a position in UAPR in Q2 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

  • Evolution Wealth Management held 1,148 shares of Innovator US Equity Ultra Buffer ETF April worth $38.3K as of Q1 2026.
  • Evolution Wealth Management sold 12 Innovator US Equity Ultra Buffer ETF April shares in Q1 2026, an estimated $396.
  • Innovator US Equity Ultra Buffer ETF April made up 0.03% of Evolution Wealth Management's portfolio in Q1 2026, its #315 holding.
  • Evolution Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.