Sonoma Allocations’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Sonoma Allocations’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	$938K	Buy	+26,694	New	+$925K	0.29%	52

Other funds holding UAPR

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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Sonoma Allocations's UAPR Position: Q2 2026 in Review

Sonoma Allocations opened a new position in Innovator US Equity Ultra Buffer ETF April (UAPR) in Q2 2026: 26,694 shares worth $938K. The stake represents 0.29% of the portfolio and ranks #52 among its holdings.

15 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

Sonoma Allocations held 26,694 shares of Innovator US Equity Ultra Buffer ETF April worth $938K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF April was a new Sonoma Allocations position in Q2 2026.
Innovator US Equity Ultra Buffer ETF April made up 0.29% of Sonoma Allocations's portfolio in Q2 2026, its #52 holding.
15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.