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Journey Retirement Planning & Investment Management’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Journey Retirement Planning & Investment 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 		$243K Buy
6,921
+804
+13% +$27.9K 0.19% 132
2026
Q1 		$204K Sell
6,117
-12,139
-66% -$401K 0.18% 133
2025
Q4 		$598K Buy
+18,256
New +$591K 0.12% 137

Other funds holding UAPR

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Journey Retirement Planning & Investment Management's UAPR Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 13% in Q2 2026, buying an estimated $27.9K and bringing the position to 6,921 shares worth $243K. The position accounts for 0.19% of the portfolio, ranked #132.

Journey Retirement Planning & Investment Management first reported a position in UAPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $598K in Q4 2025. 45 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 6,921 shares of Innovator US Equity Ultra Buffer ETF April worth $243K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 804 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $27.9K.
  • Innovator US Equity Ultra Buffer ETF April made up 0.19% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #132 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Innovator US Equity Ultra Buffer ETF April position peaked at $598K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.