Triad Wealth Partners’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Triad Wealth Partners’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	$1.62M	Buy	45,662 +17,263	+61%	+$598K	0.1%	145
2026 Q1	$948K	Buy	28,399 +9,038	+47%	+$298K	0.08%	178
2025 Q4	$634K	Buy	19,361 +1,926	+11%	+$62.4K	0.06%	218
2025 Q3	$560K	Buy	17,435 +8,596	+97%	+$273K	0.07%	186
2025 Q2	$277K	Buy	+8,839	New	+$267K	0.06%	230
2024 Q3	–	Sell	-5,248	Closed	-$152K	–	848
2024 Q2	$152K	Buy	+5,248	New	+$148K	0.08%	112

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

Triad Wealth Partners's UAPR Position: Q2 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 61% in Q2 2026, buying an estimated $598K and bringing the position to 45,662 shares worth $1.62M. The position accounts for 0.1% of the portfolio, ranked #145.

Triad Wealth Partners first reported a position in UAPR in Q2 2024 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

Triad Wealth Partners held 45,662 shares of Innovator US Equity Ultra Buffer ETF April worth $1.62M as of Q2 2026.
Triad Wealth Partners bought 17,263 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $598K.
Innovator US Equity Ultra Buffer ETF April made up 0.1% of Triad Wealth Partners's portfolio in Q2 2026, its #145 holding.
Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2024 and has held it in 6 quarters since.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.