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FC Advisory’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

FC Advisory’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
Q1 		– Sell
-6,575
Closed -$203K – 108
2024
Q4 		$203K Buy
+6,575
New +$202K 0.07% 106

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
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

FC Advisory's UAPR Position: Q1 2025 in Review

FC Advisory sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q1 2025, closing a stake of 6,575 shares — an estimated $203K sold.

FC Advisory first reported a position in UAPR in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 70 funds tracked by Wall St. Rank hold UAPR as of Q1 2025.

  • FC Advisory reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q1 2025 after selling out during the quarter.
  • FC Advisory sold 6,575 Innovator US Equity Ultra Buffer ETF April shares in Q1 2025, an estimated $203K.
  • FC Advisory first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2024 and held it in 1 quarter.
  • FC Advisory's Innovator US Equity Ultra Buffer ETF April position peaked at $203K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2025.

Based on FC Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.