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Orion Portfolio Solutions’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$600K Buy
+20,094
New +$622K 0.01% 1330

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 $1.76B AUM 18.92% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
AIA
AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Orion Portfolio Solutions's UAPR Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Innovator US Equity Ultra Buffer ETF April (UAPR) in Q1 2025: 20,094 shares worth $600K. The stake represents 0.01% of the portfolio and ranks #1330 among its holdings.

70 funds tracked by Wall St. Rank hold UAPR as of Q1 2025.

  • Orion Portfolio Solutions held 20,094 shares of Innovator US Equity Ultra Buffer ETF April worth $600K as of Q1 2025.
  • Innovator US Equity Ultra Buffer ETF April was a new Orion Portfolio Solutions position in Q1 2025.
  • Innovator US Equity Ultra Buffer ETF April made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1330 holding.
  • 70 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.