Souders Financial Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Souders Financial 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 Q2	$366K	Sell	10,421 -1,423	-12%	-$49.3K	0.04%	172
2026 Q1	$395K	Sell	11,844 -669	-5%	-$22.1K	0.05%	162
2025 Q4	$410K	Hold	12,513	–	–	0.05%	151
2025 Q3	$402K	Sell	12,513 -333	-3%	-$10.6K	0.05%	146
2025 Q2	$402K	Hold	12,846	–	–	0.05%	144
2025 Q1	$384K	Hold	12,846	–	–	0.05%	142
2024 Q4	$396K	Hold	12,846	–	–	0.06%	136
2024 Q3	$388K	Hold	12,846	–	–	0.05%	135
2024 Q2	$373K	Buy	12,846 +3,595	+39%	+$101K	0.06%	136
2024 Q1	$261K	Buy	+9,251	New	+$258K	0.04%	147

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Souders Financial Advisors's UAPR Position: Q2 2026 in Review

Souders Financial Advisors reduced its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 12% in Q2 2026, selling an estimated $49.3K and leaving 10,421 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #172.

Souders Financial Advisors first reported a position in UAPR in Q1 2024 and has held it in 10 quarters since. The position peaked at $410K in Q4 2025. 86 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

Souders Financial Advisors held 10,421 shares of Innovator US Equity Ultra Buffer ETF April worth $366K as of Q2 2026.
Souders Financial Advisors sold 1,423 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $49.3K.
Innovator US Equity Ultra Buffer ETF April made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #172 holding.
Souders Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q1 2024 and has held it in 10 quarters since.
Souders Financial Advisors's Innovator US Equity Ultra Buffer ETF April position peaked at $410K in Q4 2025.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.