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IMG Wealth Management’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

IMG Wealth Management’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 		$1.3M Buy
39,054
+8,137
+26% +$269K 0.83% 24
2025
Q4 		$1.01M Sell
30,917
-136
-0.4% -$4.41K 0.64% 25
2025
Q3 		$998K Buy
31,053
+145
+0.5% +$4.6K 0.68% 21
2025
Q2 		$967K Buy
30,908
+731
+2% +$22.1K 0.75% 22
2025
Q1 		$901K Sell
30,177
-524
-2% -$16.2K 0.81% 20
2024
Q4 		$947K Buy
+30,701
New +$943K 0.88% 21

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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

IMG Wealth Management's UAPR Position: Q1 2026 in Review

IMG Wealth Management increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 26% in Q1 2026, buying an estimated $269K and bringing the position to 39,054 shares worth $1.3M. The position accounts for 0.83% of the portfolio, ranked #24.

IMG Wealth Management first reported a position in UAPR in Q4 2024 and has held it in 6 quarters since. 80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

  • IMG Wealth Management held 39,054 shares of Innovator US Equity Ultra Buffer ETF April worth $1.3M as of Q1 2026.
  • IMG Wealth Management bought 8,137 Innovator US Equity Ultra Buffer ETF April shares in Q1 2026, an estimated $269K.
  • Innovator US Equity Ultra Buffer ETF April made up 0.83% of IMG Wealth Management's portfolio in Q1 2026, its #24 holding.
  • IMG Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2024 and has held it in 6 quarters since.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.