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%	-$4.41K	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 $1.64B AUM 26.59% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

AIA

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 86 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.
86 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.