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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
Q2 		$1.4M Buy
39,940
+886
+2% +$30.7K 0.78% 23
2026
Q1 		$1.3M Buy
39,054
+8,137
+26% +$269K 0.83% 24
2025
Q4 		$1.01M Sell
30,917
-136
-0.4% -$4.4K 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

Tradition Wealth Management
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 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
KFG Wealth Management
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
AssuredPartners Investment Advisors
AssuredPartners Investment Advisors Tampa, Florida $1.03B AUM 34.9% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $420M AUM 21.83% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

IMG Wealth Management's UAPR Position: Q2 2026 in Review

IMG Wealth Management increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 2.3% in Q2 2026, buying an estimated $30.7K and bringing the position to 39,940 shares worth $1.4M. The position accounts for 0.78% of the portfolio, ranked #23.

IMG Wealth Management first reported a position in UAPR in Q4 2024 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

  • IMG Wealth Management held 39,940 shares of Innovator US Equity Ultra Buffer ETF April worth $1.4M as of Q2 2026.
  • IMG Wealth Management bought 886 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $30.7K.
  • Innovator US Equity Ultra Buffer ETF April made up 0.78% of IMG Wealth Management's portfolio in Q2 2026, its #23 holding.
  • IMG Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2024 and has held it in 7 quarters since.
  • 88 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.