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Retirement Planning Group (Kansas)’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Retirement Planning Group (Kansas)’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 		$421K Hold
12,617
– – 0.01% 335
2025
Q4 		$413K Sell
12,617
-6,790
-35% -$220K 0.01% 291
2025
Q3 		$624K Hold
19,407
– – 0.02% 239
2025
Q2 		$607K Buy
+19,407
New +$586K 0.03% 198

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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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

Retirement Planning Group (Kansas)'s UAPR Position: Q1 2026 in Review

Retirement Planning Group (Kansas) held its Innovator US Equity Ultra Buffer ETF April (UAPR) position steady in Q1 2026 at 12,617 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #335.

Retirement Planning Group (Kansas) first reported a position in UAPR in Q2 2025 and has held it in 4 quarters since. The position peaked at $624K in Q3 2025. 80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

  • Retirement Planning Group (Kansas) held 12,617 shares of Innovator US Equity Ultra Buffer ETF April worth $421K as of Q1 2026.
  • Retirement Planning Group (Kansas) left its Innovator US Equity Ultra Buffer ETF April share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF April made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #335 holding.
  • Retirement Planning Group (Kansas) first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2025 and has held it in 4 quarters since.
  • Retirement Planning Group (Kansas)'s Innovator US Equity Ultra Buffer ETF April position peaked at $624K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.