GF
UAPR icon

Gries Financial’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Gries Financial’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
Q3 		$635K Hold
19,749
– – 0.1% 162
2025
Q2 		$618K Buy
+19,749
New +$596K 0.11% 152

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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gries Financial's UAPR Position: Q3 2025 in Review

Gries Financial held its Innovator US Equity Ultra Buffer ETF April (UAPR) position steady in Q3 2025 at 19,749 shares worth $635K. The position accounts for 0.1% of the portfolio, ranked #162.

Gries Financial first reported a position in UAPR in Q2 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold UAPR as of Q3 2025.

  • Gries Financial held 19,749 shares of Innovator US Equity Ultra Buffer ETF April worth $635K as of Q3 2025.
  • Gries Financial left its Innovator US Equity Ultra Buffer ETF April share count unchanged in Q3 2025.
  • Innovator US Equity Ultra Buffer ETF April made up 0.1% of Gries Financial's portfolio in Q3 2025, its #162 holding.
  • Gries Financial first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.