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 Q3	$382K	Sell	10,627 -285	-3%	-$10.1K	0.03%	195
2026 Q2	$383K	Sell	10,912 -79	-0.7%	-$2.74K	0.03%	210
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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

TWML

Todd Wealth Management, LLC Venice, Florida $131M AUM 28.18% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Galvin Gaustad & Stein's UAPR Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 2.6% in Q3 2026, selling an estimated $10.1K and leaving 10,627 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #195.

Galvin Gaustad & Stein first reported a position in UAPR in Q4 2025 and has held it in 4 quarters since. The position peaked at $383K in Q2 2026. 23 funds tracked by Wall St. Rank hold UAPR as of Q3 2026.

Galvin Gaustad & Stein held 10,627 shares of Innovator US Equity Ultra Buffer ETF April worth $382K as of Q3 2026.
Galvin Gaustad & Stein sold 285 Innovator US Equity Ultra Buffer ETF April shares in Q3 2026, an estimated $10.1K.
Innovator US Equity Ultra Buffer ETF April made up 0.03% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #195 holding.
Galvin Gaustad & Stein first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2025 and has held it in 4 quarters since.
Galvin Gaustad & Stein's Innovator US Equity Ultra Buffer ETF April position peaked at $383K in Q2 2026.
23 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.