Advisory Services Network’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Advisory Services Network’s Portfolio UMAR Stock Details UMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$748K	Hold	17,700	–	–	0.01%	1182
2026 Q1	$703K	Buy	17,700 +9,611	+119%	+$386K	0.01%	1105
2025 Q4	$323K	Hold	8,089	–	–	﹤0.01%	1438
2025 Q3	$316K	Hold	8,089	–	–	﹤0.01%	1438
2025 Q2	$308K	Hold	8,089	–	–	0.01%	1392
2025 Q1	$288K	Buy	8,089 +1,834	+29%	+$66.2K	0.01%	1329
2024 Q4	$223K	Hold	6,255	–	–	﹤0.01%	1431
2024 Q3	$211K	Hold	6,255	–	–	﹤0.01%	1373
2024 Q2	$211K	Hold	6,255	–	–	﹤0.01%	1373
2024 Q1	$204K	Buy	+6,255	New	+$200K	﹤0.01%	1336
2023 Q2	–	Sell	-11,980	Closed	-$344K	–	3536
2023 Q1	$344K	Buy	+11,980	New	+$338K	0.01%	1072
2020 Q4	–	Sell	-4,112	Closed	-$111K	–	3715
2020 Q3	$111K	Buy	+4,112	New	+$111K	0.01%	1211
2020 Q2	–	Sell	-4,112	Closed	-$103K	–	2644
2020 Q1	$103K	Buy	+4,112	New	+$103K	0.01%	1064

Other funds holding UMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisory Services Network's UMAR Position: Q2 2026 in Review

Advisory Services Network held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 17,700 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #1182.

Advisory Services Network first reported a position in UMAR in Q1 2020 and has held it in 13 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Advisory Services Network held 17,700 shares of Innovator US Equity Ultra Buffer ETF March worth $748K as of Q2 2026.
Advisory Services Network left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF March made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1182 holding.
Advisory Services Network first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2020 and has held it in 13 quarters since.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.