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Wood Tarver Financial Group’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-2,053
Closed -$64K – 606
2025
Q2 		$64K Sell
2,053
-13,140
-86% -$397K 0.02% 268
2025
Q1 		$454K Hold
15,193
– – 0.15% 86
2024
Q4 		$468K Buy
+15,193
New +$467K 0.16% 85

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 $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
PWA
Prairie Wealth Advisors Omaha, Nebraska $231M AUM 23.67% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wood Tarver Financial Group's UAPR Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q3 2025, closing a stake of 2,053 shares — an estimated $64K sold.

Wood Tarver Financial Group first reported a position in UAPR in Q4 2024 and held it in 3 quarters. The position peaked at $468K in Q4 2024. 81 funds tracked by Wall St. Rank hold UAPR as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 2,053 Innovator US Equity Ultra Buffer ETF April shares in Q3 2025, an estimated $64K.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF April in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Innovator US Equity Ultra Buffer ETF April position peaked at $468K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.