SWM
UAPR icon

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

Spire Wealth Management’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 		$1.5M Buy
42,667
+10,751
+34% +$372K 0.05% 323
2026
Q1 		$1.07M Sell
31,916
-21,961
-41% -$725K 0.04% 373
2025
Q4 		$1.77M Sell
53,877
-17,706
-25% -$573K 0.06% 279
2025
Q3 		$2.3M Sell
71,583
-54,253
-43% -$1.72M 0.08% 204
2025
Q2 		$3.94M Buy
125,836
+69,477
+123% +$2.1M 0.14% 133
2025
Q1 		$1.68M Sell
56,359
-6,713
-11% -$208K 0.05% 292
2024
Q4 		$1.95M Sell
63,072
-8,131
-11% -$250K 0.06% 248
2024
Q3 		$2.15M Sell
71,203
-11,748
-14% -$345K 0.07% 219
2024
Q2 		$2.41M Buy
82,951
+70,851
+586% +$2M 0.09% 206
2024
Q1 		$341K Hold
12,100
– – 0.01% 629
2023
Q4 		$334K Sell
12,100
-2
-0% -$53 0.01% 617
2023
Q3 		$312K Buy
12,102
+4
+0% +$105 0.01% 583
2023
Q2 		$315K Buy
12,098
+9,998
+476% +$253K 0.01% 604
2023
Q1 		$52.4K Buy
+2,100
New +$52.3K ﹤0.01% 1188
2022
Q3 		– Sell
-1,300
Closed -$32K – 2589
2022
Q2 		$32K Buy
+1,300
New +$33K ﹤0.01% 1485

Other funds holding UAPR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Spire Wealth Management's UAPR Position: Q2 2026 in Review

Spire Wealth Management increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 34% in Q2 2026, buying an estimated $372K and bringing the position to 42,667 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #323.

Spire Wealth Management first reported a position in UAPR in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.94M in Q2 2025. 15 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

  • Spire Wealth Management held 42,667 shares of Innovator US Equity Ultra Buffer ETF April worth $1.5M as of Q2 2026.
  • Spire Wealth Management bought 10,751 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $372K.
  • Innovator US Equity Ultra Buffer ETF April made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #323 holding.
  • Spire Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2022 and has held it in 15 quarters since.
  • Spire Wealth Management's Innovator US Equity Ultra Buffer ETF April position peaked at $3.94M in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.