Foundations Investment Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Foundations Investment Advisors’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	$1.87M	Buy	56,055 +1,480	+3%	+$48.9K	0.02%	391
2025 Q4	$1.79M	Buy	54,575 +36,731	+206%	+$1.19M	0.02%	375
2025 Q3	$574K	Buy	+17,844	New	+$566K	0.01%	618
2024 Q1	–	Sell	-23,237	Closed	-$645K	–	752
2023 Q4	$645K	Sell	23,237 -3,464	-13%	-$91.6K	0.02%	383
2023 Q3	$688K	Buy	+26,701	New	+$698K	0.02%	334

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 $2.03B AUM 23.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Foundations Investment Advisors's UAPR Position: Q1 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 2.7% in Q1 2026, buying an estimated $48.9K and bringing the position to 56,055 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #391.

Foundations Investment Advisors first reported a position in UAPR in Q3 2023 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

Foundations Investment Advisors held 56,055 shares of Innovator US Equity Ultra Buffer ETF April worth $1.87M as of Q1 2026.
Foundations Investment Advisors bought 1,480 Innovator US Equity Ultra Buffer ETF April shares in Q1 2026, an estimated $48.9K.
Innovator US Equity Ultra Buffer ETF April made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #391 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q3 2023 and has held it in 5 quarters since.
80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.