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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
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 $1.41B 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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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

Triad Wealth Partners's UAPR Position: Q1 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 47% in Q1 2026, buying an estimated $298K and bringing the position to 28,399 shares worth $948K. The position accounts for 0.08% of the portfolio, ranked #178.

Triad Wealth Partners first reported a position in UAPR in Q2 2024 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

  • Triad Wealth Partners held 28,399 shares of Innovator US Equity Ultra Buffer ETF April worth $948K as of Q1 2026.
  • Triad Wealth Partners bought 9,038 Innovator US Equity Ultra Buffer ETF April shares in Q1 2026, an estimated $298K.
  • Innovator US Equity Ultra Buffer ETF April made up 0.08% of Triad Wealth Partners's portfolio in Q1 2026, its #178 holding.
  • Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2024 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.