Galvin Gaustad & Stein’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Galvin Gaustad & Stein’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	$367K	Sell	10,991 -682	-6%	-$22.5K	0.03%	196
2025 Q4	$383K	Buy	+11,673	New	+$378K	0.03%	189

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 $886M AUM 15.98% 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 $390M AUM 20.62% 1-Year Est. Return

Galvin Gaustad & Stein's UAPR Position: Q1 2026 in Review

Galvin Gaustad & Stein reduced its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 5.8% in Q1 2026, selling an estimated $22.5K and leaving 10,991 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #196.

Galvin Gaustad & Stein first reported a position in UAPR in Q4 2025 and has held it in 2 quarters since. The position peaked at $383K in Q4 2025. 80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

Galvin Gaustad & Stein held 10,991 shares of Innovator US Equity Ultra Buffer ETF April worth $367K as of Q1 2026.
Galvin Gaustad & Stein sold 682 Innovator US Equity Ultra Buffer ETF April shares in Q1 2026, an estimated $22.5K.
Innovator US Equity Ultra Buffer ETF April made up 0.03% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #196 holding.
Galvin Gaustad & Stein first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2025 and has held it in 2 quarters since.
Galvin Gaustad & Stein's Innovator US Equity Ultra Buffer ETF April position peaked at $383K in Q4 2025.
80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.