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Principal Securities’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Principal Securities’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 		$347K Buy
+9,868
New +$342K ﹤0.01% 1267
2025
Q4 		– Sell
-5,021
Closed -$161K – 3366
2025
Q3 		$161K Hold
5,021
– – ﹤0.01% 1384
2025
Q2 		$157K Buy
5,021
+2,125
+73% +$64.2K ﹤0.01% 1337
2025
Q1 		$89.3K Hold
2,896
– – ﹤0.01% 1488
2024
Q4 		$89.3K Sell
2,896
-290
-9% -$8.91K ﹤0.01% 1486
2024
Q3 		$96.2K Hold
3,186
– – ﹤0.01% 1418
2024
Q2 		$92.5K Hold
3,186
– – ﹤0.01% 1365
2024
Q1 		$89.7K Buy
3,186
+287
+10% +$7.99K ﹤0.01% 1324
2023
Q4 		$79.5K Buy
+2,899
New +$76.7K ﹤0.01% 1271

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

Principal Securities's UAPR Position: Q2 2026 in Review

Principal Securities opened a new position in Innovator US Equity Ultra Buffer ETF April (UAPR) in Q2 2026: 9,868 shares worth $347K. The stake represents ﹤0.01% of the portfolio and ranks #1267 among its holdings. This is a return to the name: Principal Securities previously reported a position in UAPR as recently as Q3 2025.

Principal Securities first reported a position in UAPR in Q4 2023 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

  • Principal Securities held 9,868 shares of Innovator US Equity Ultra Buffer ETF April worth $347K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF April was a new Principal Securities position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF April made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1267 holding.
  • Principal Securities first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2023 and has held it in 9 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.