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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
Q2 		– Sell
-1,148
Closed -$38.3K – 968
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 $1.64B 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

Evolution Wealth Management's UAPR Position: Q2 2026 in Review

Evolution Wealth Management sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q2 2026, closing a stake of 1,148 shares — an estimated $38.3K sold.

Evolution Wealth Management first reported a position in UAPR in Q2 2025 and held it in 4 quarters. The position peaked at $38.3K in Q1 2026. 86 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

  • Evolution Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 1,148 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $38.3K.
  • Evolution Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2025 and held it in 4 quarters.
  • Evolution Wealth Management's Innovator US Equity Ultra Buffer ETF April position peaked at $38.3K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.