Steward Partners Investment Advisory’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Steward Partners Investment Advisory’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	$404K	Buy	12,095 +732	+6%	+$24.2K	﹤0.01%	1628
2025 Q4	$372K	Sell	11,363 -14	-0.1%	-$453	﹤0.01%	1591
2025 Q3	$366K	Hold	11,377	–	–	﹤0.01%	1541
2025 Q2	$356K	Hold	11,377	–	–	﹤0.01%	1469
2025 Q1	$340K	Sell	11,377 -350	-3%	-$10.8K	﹤0.01%	1381
2024 Q4	$362K	Hold	11,727	–	–	﹤0.01%	1309
2024 Q3	$354K	Sell	11,727 -400	-3%	-$11.8K	﹤0.01%	1262
2024 Q2	$352K	Buy	12,127 +921	+8%	+$26K	﹤0.01%	1213
2024 Q1	$316K	Buy	11,206 +2,979	+36%	+$83K	﹤0.01%	1234
2023 Q4	$226K	Hold	8,227	–	–	﹤0.01%	1329
2023 Q3	$212K	Hold	8,227	–	–	﹤0.01%	1257
2023 Q2	$214K	Hold	8,227	–	–	﹤0.01%	1256
2023 Q1	$205K	Hold	8,227	–	–	﹤0.01%	1270
2022 Q4	$204K	Hold	8,227	–	–	﹤0.01%	1230
2022 Q3	$200K	Buy	+8,227	New	+$206K	﹤0.01%	1202

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

Steward Partners Investment Advisory's UAPR Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 6.4% in Q1 2026, buying an estimated $24.2K and bringing the position to 12,095 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Steward Partners Investment Advisory first reported a position in UAPR in Q3 2022 and has held it in 15 quarters since. 80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

Steward Partners Investment Advisory held 12,095 shares of Innovator US Equity Ultra Buffer ETF April worth $404K as of Q1 2026.
Steward Partners Investment Advisory bought 732 Innovator US Equity Ultra Buffer ETF April shares in Q1 2026, an estimated $24.2K.
Innovator US Equity Ultra Buffer ETF April made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1628 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Ultra Buffer ETF April in Q3 2022 and has held it in 15 quarters since.
80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.