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

Tradition 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 		$9.51M Sell
270,688
-3,583
-1% -$124K 0.58% 41
2026
Q1 		$9.15M Sell
274,271
-1,466
-0.5% -$48.4K 0.65% 40
2025
Q4 		$9.04M Sell
275,737
-4,654
-2% -$151K 0.65% 41
2025
Q3 		$9.01M Sell
280,391
-192
-0.1% -$6.09K 0.67% 39
2025
Q2 		$8.78M Sell
280,583
-2,372
-0.8% -$71.6K 0.7% 39
2025
Q1 		$8.45M Sell
282,955
-2,399
-0.8% -$74.3K 0.74% 36
2024
Q4 		$8.8M Sell
285,354
-10,193
-3% -$313K 0.78% 34
2024
Q3 		$8.93M Sell
295,547
-2,498
-0.8% -$73.5K 0.8% 35
2024
Q2 		$8.65M Buy
298,045
+5,824
+2% +$164K 0.84% 31
2024
Q1 		$8.23M Buy
+292,221
New +$8.14M 0.83% 32
2021
Q3 		– Sell
-347,302
Closed -$8.92M – 1217
2021
Q2 		$8.92M Buy
347,302
+346,295
+34,389% +$8.81M 1.34% 16
2021
Q1 		$25K Hold
1,007
– – ﹤0.01% 592
2020
Q4 		$25K Buy
+1,007
New +$24.9K ﹤0.01% 547

Other funds holding UAPR

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Tradition Wealth Management reduced its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 1.3% in Q2 2026, selling an estimated $124K and leaving 270,688 shares worth $9.51M. The position accounts for 0.58% of the portfolio, ranked #41.

Tradition Wealth Management first reported a position in UAPR in Q4 2020 and has held it in 13 quarters since. 86 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

  • Tradition Wealth Management held 270,688 shares of Innovator US Equity Ultra Buffer ETF April worth $9.51M as of Q2 2026.
  • Tradition Wealth Management sold 3,583 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $124K.
  • Innovator US Equity Ultra Buffer ETF April made up 0.58% of Tradition Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Tradition Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2020 and has held it in 13 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.