LifeWealth Investments’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

LifeWealth Investments’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	$271K	Sell	7,705 -110	-1%	-$3.81K	0.07%	114
2026 Q1	$261K	Hold	7,815	–	–	0.08%	121
2025 Q4	$256K	Sell	7,815 -2,464	-24%	-$79.8K	0.08%	131
2025 Q3	$330K	Sell	10,279 -625	-6%	-$19.8K	0.11%	104
2025 Q2	$341K	Buy	10,904 +3,856	+55%	+$116K	0.12%	105
2025 Q1	$210K	Sell	7,048 -133,670	-95%	-$4.14M	0.1%	124
2024 Q4	$4.34M	Buy	+140,718	New	+$4.32M	2.88%	5

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

LifeWealth Investments's UAPR Position: Q2 2026 in Review

LifeWealth Investments reduced its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 1.4% in Q2 2026, selling an estimated $3.81K and leaving 7,705 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #114.

LifeWealth Investments first reported a position in UAPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.34M in Q4 2024. 86 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

LifeWealth Investments held 7,705 shares of Innovator US Equity Ultra Buffer ETF April worth $271K as of Q2 2026.
LifeWealth Investments sold 110 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $3.81K.
Innovator US Equity Ultra Buffer ETF April made up 0.07% of LifeWealth Investments's portfolio in Q2 2026, its #114 holding.
LifeWealth Investments first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's Innovator US Equity Ultra Buffer ETF April position peaked at $4.34M in Q4 2024.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.