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

Lantz 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
2026
Q2 		$557K Buy
15,865
+6,723
+74% +$233K 0.1% 167
2026
Q1 		$305K Hold
9,142
– – 0.06% 208
2025
Q4 		$300K Sell
9,142
-1,329
-13% -$43K 0.06% 208
2025
Q3 		$337K Sell
10,471
-48
-0.5% -$1.52K 0.07% 196
2025
Q2 		$329K Buy
+10,519
New +$318K 0.08% 173

Other funds holding UAPR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Lantz Financial's UAPR Position: Q2 2026 in Review

Lantz Financial increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 74% in Q2 2026, buying an estimated $233K and bringing the position to 15,865 shares worth $557K. The position accounts for 0.1% of the portfolio, ranked #167.

Lantz Financial first reported a position in UAPR in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

  • Lantz Financial held 15,865 shares of Innovator US Equity Ultra Buffer ETF April worth $557K as of Q2 2026.
  • Lantz Financial bought 6,723 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $233K.
  • Innovator US Equity Ultra Buffer ETF April made up 0.1% of Lantz Financial's portfolio in Q2 2026, its #167 holding.
  • Lantz Financial first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.