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

Outlook 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 Q1	$241K	Sell	7,213 -904	-11%	-$29.8K	0.06%	286
2025 Q4	$266K	Hold	8,117	–	–	0.06%	262
2025 Q3	$261K	Hold	8,117	–	–	0.07%	259
2025 Q2	$254K	Sell	8,117 -5	-0.1%	-$151	0.07%	246
2025 Q1	$243K	Buy	+8,122	New	+$251K	0.07%	245
2024 Q4	–	Sell	-8,130	Closed	-$246K	–	277
2024 Q3	$246K	Sell	8,130 -860	-10%	-$25.3K	0.07%	233
2024 Q2	$472K	Hold	8,990	–	–	0.15%	137
2024 Q1	$253K	Sell	8,990 -1,198	-12%	-$33.4K	0.08%	234
2023 Q4	$280K	Hold	10,188	–	–	0.1%	177
2023 Q3	$262K	Hold	10,188	–	–	0.1%	172
2023 Q2	$266K	Hold	10,188	–	–	0.1%	172
2023 Q1	$254K	Sell	10,188 -933	-8%	-$23.2K	0.11%	165
2022 Q4	$276K	Hold	11,121	–	–	0.13%	142
2022 Q3	$270K	Buy	+11,121	New	+$278K	0.12%	151

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

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

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

KWM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

PWA

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

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

CVA

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Outlook Wealth Advisors's UAPR Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 11% in Q1 2026, selling an estimated $29.8K and leaving 7,213 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #286.

Outlook Wealth Advisors first reported a position in UAPR in Q3 2022 and has held it in 14 quarters since. The position peaked at $472K in Q2 2024. 80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

Outlook Wealth Advisors held 7,213 shares of Innovator US Equity Ultra Buffer ETF April worth $241K as of Q1 2026.
Outlook Wealth Advisors sold 904 Innovator US Equity Ultra Buffer ETF April shares in Q1 2026, an estimated $29.8K.
Innovator US Equity Ultra Buffer ETF April made up 0.06% of Outlook Wealth Advisors's portfolio in Q1 2026, its #286 holding.
Outlook Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q3 2022 and has held it in 14 quarters since.
Outlook Wealth Advisors's Innovator US Equity Ultra Buffer ETF April position peaked at $472K in Q2 2024.
80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.