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

Simplicity Wealth’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	–	Sell	-6,728	Closed	-$220K	–	792
2025 Q4	$220K	Hold	6,728	–	–	0.01%	644
2025 Q3	$216K	Sell	6,728 -6,728	-50%	-$213K	0.01%	659
2025 Q2	$421K	Buy	+13,456	New	+$406K	0.02%	494

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

Simplicity Wealth's UAPR Position: Q1 2026 in Review

Simplicity Wealth sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q1 2026, closing a stake of 6,728 shares — an estimated $220K sold.

Simplicity Wealth first reported a position in UAPR in Q2 2025 and held it in 3 quarters. The position peaked at $421K in Q2 2025. 80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

Simplicity Wealth reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q1 2026 after selling out during the quarter.
Simplicity Wealth sold 6,728 Innovator US Equity Ultra Buffer ETF April shares in Q1 2026, an estimated $220K.
Simplicity Wealth first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2025 and held it in 3 quarters.
Simplicity Wealth's Innovator US Equity Ultra Buffer ETF April position peaked at $421K in Q2 2025.
80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.