World Investment Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History

World Investment 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
2025 Q1	–	Sell	-70,325	Closed	-$2.17M	–	1114
2024 Q4	$2.17M	Hold	70,325	–	–	0.06%	315
2024 Q3	$2.12M	Sell	70,325 -800	-1%	-$23.5K	0.07%	287
2024 Q2	$2.07M	Sell	71,125 -1,000	-1%	-$28.2K	0.13%	164
2024 Q1	$2.03M	Buy	72,125 +6,100	+9%	+$170K	0.29%	81
2023 Q4	$1.81M	Buy	66,025 +500	+0.8%	+$13.2K	0.24%	94
2023 Q3	$1.69M	Sell	65,525 -2,000	-3%	-$52.3K	0.33%	62
2023 Q2	$1.76M	Hold	67,525	–	–	0.34%	54
2023 Q1	$1.68M	Buy	67,525 +9,750	+17%	+$243K	0.35%	54
2022 Q4	$1.43M	Hold	57,775	–	–	0.33%	58
2022 Q3	$1.4M	Buy	57,775 +40,850	+241%	+$1.02M	0.33%	50
2022 Q2	$431K	Buy	+16,925	New	+$430K	0.09%	165

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

AIA

AssuredPartners Investment Advisors Tampa, Florida $919M AUM 26.81% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

World Investment Advisors's UAPR Position: Q1 2025 in Review

World Investment Advisors sold out of Innovator US Equity Ultra Buffer ETF April (UAPR) in Q1 2025, closing a stake of 70,325 shares — an estimated $2.17M sold.

World Investment Advisors first reported a position in UAPR in Q2 2022 and held it in 11 quarters. The position peaked at $2.17M in Q4 2024. 70 funds tracked by Wall St. Rank hold UAPR as of Q1 2025.

World Investment Advisors reported no remaining Innovator US Equity Ultra Buffer ETF April position as of Q1 2025 after selling out during the quarter.
World Investment Advisors sold 70,325 Innovator US Equity Ultra Buffer ETF April shares in Q1 2025, an estimated $2.17M.
World Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF April in Q2 2022 and held it in 11 quarters.
World Investment Advisors's Innovator US Equity Ultra Buffer ETF April position peaked at $2.17M in Q4 2024.
70 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF April as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.