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

Legend Financial Advisors’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
2025 Q3	–	Sell	-177	Closed	-$5.54K	–	153
2025 Q2	$5.54K	Buy	+177	New	+$5.34K	﹤0.01%	137
2025 Q1	–	Sell	-189	Closed	-$5.83K	–	235
2024 Q4	$5.83K	Sell	189 -85	-31%	-$2.61K	﹤0.01%	147
2024 Q3	$8.28K	Sell	274 -60	-18%	-$1.76K	0.01%	109
2024 Q2	$9.7K	Hold	334	–	–	0.01%	148
2024 Q1	$9.4K	Hold	334	–	–	0.01%	138
2023 Q4	$9.16K	Hold	334	–	–	0.01%	129
2023 Q3	$8.61K	Hold	334	–	–	0.01%	146
2023 Q2	$8.71K	Buy	+334	New	+$8.45K	0.01%	158

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 $2.03B AUM 23.67% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

PWA

Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Legend Financial Advisors's UAPR Position: Q3 2025 in Review

Legend Financial Advisors sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q3 2025, closing a stake of 177 shares — an estimated $5.54K sold.

Legend Financial Advisors first reported a position in UAPR in Q2 2023 and held it in 8 quarters. The position peaked at $9.7K in Q2 2024. 81 funds tracked by Wall St. Rank hold UAPR as of Q3 2025.

Legend Financial Advisors reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 177 Innovator US Equity Ultra Buffer ETF April shares in Q3 2025, an estimated $5.54K.
Legend Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2023 and held it in 8 quarters.
Legend Financial Advisors's Innovator US Equity Ultra Buffer ETF April position peaked at $9.7K in Q2 2024.
81 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.