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

WealthShield 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	$514K	Sell	14,627 -552	-4%	-$19.1K	0.08%	155
2026 Q1	$507K	Hold	15,179	–	–	0.06%	241
2025 Q4	$497K	Buy	15,179 +8	+0.1%	+$259	0.05%	244
2025 Q3	$488K	Buy	15,171 +27	+0.2%	+$857	0.06%	239
2025 Q2	$474K	Buy	15,144 +5,513	+57%	+$166K	0.06%	238
2025 Q1	$288K	Hold	9,631	–	–	0.04%	273
2024 Q4	$297K	Hold	9,631	–	–	0.04%	244
2024 Q3	$291K	Hold	9,631	–	–	0.04%	249
2024 Q2	$280K	Buy	9,631 +9,431	+4,716%	+$266K	0.04%	247
2024 Q1	$5.63K	Hold	200	–	–	﹤0.01%	442
2023 Q4	$5.49K	Hold	200	–	–	﹤0.01%	448
2023 Q3	$5.15K	Hold	200	–	–	﹤0.01%	457
2023 Q2	$5.21K	Buy	+200	New	+$5.06K	﹤0.01%	462

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

WealthShield Partners's UAPR Position: Q2 2026 in Review

WealthShield Partners reduced its Innovator US Equity Ultra Buffer ETF April (UAPR) stake by 3.6% in Q2 2026, selling an estimated $19.1K and leaving 14,627 shares worth $514K. The position accounts for 0.08% of the portfolio, ranked #155.

WealthShield Partners first reported a position in UAPR in Q2 2023 and has held it in 13 quarters since. 86 funds tracked by Wall St. Rank hold UAPR as of Q2 2026.

WealthShield Partners held 14,627 shares of Innovator US Equity Ultra Buffer ETF April worth $514K as of Q2 2026.
WealthShield Partners sold 552 Innovator US Equity Ultra Buffer ETF April shares in Q2 2026, an estimated $19.1K.
Innovator US Equity Ultra Buffer ETF April made up 0.08% of WealthShield Partners's portfolio in Q2 2026, its #155 holding.
WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2023 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 WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.