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Websterrogers Financial Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Websterrogers Financial Advisors’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 		– Sell
-7,000
Closed -$229K – 100
2025
Q4 		$229K Hold
7,000
– – 0.07% 83
2025
Q3 		$225K Hold
7,000
– – 0.07% 82
2025
Q2 		$219K Buy
+7,000
New +$211K 0.07% 82

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

Websterrogers Financial Advisors's UAPR Position: Q1 2026 in Review

Websterrogers Financial Advisors sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q1 2026, closing a stake of 7,000 shares — an estimated $229K sold.

Websterrogers Financial Advisors first reported a position in UAPR in Q2 2025 and held it in 3 quarters. The position peaked at $229K in Q4 2025. 80 funds tracked by Wall St. Rank hold UAPR as of Q1 2026.

  • Websterrogers Financial Advisors reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q1 2026 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 7,000 Innovator US Equity Ultra Buffer ETF April shares in Q1 2026, an estimated $229K.
  • Websterrogers Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2025 and held it in 3 quarters.
  • Websterrogers Financial Advisors's Innovator US Equity Ultra Buffer ETF April position peaked at $229K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.