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Octavia Wealth Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Octavia Wealth 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
2026
Q2 		$208K Buy
+5,919
New +$205K 0.02% 220

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Octavia Wealth Advisors's UAPR Position: Q2 2026 in Review

Octavia Wealth Advisors opened a new position in Innovator US Equity Ultra Buffer ETF April (UAPR) in Q2 2026: 5,919 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #220 among its holdings.

86 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

  • Octavia Wealth Advisors held 5,919 shares of Innovator US Equity Ultra Buffer ETF April worth $208K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF April was a new Octavia Wealth Advisors position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF April made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #220 holding.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.