AE Wealth Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

AE Wealth Management’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 Q1	$318K	Buy	7,997 +51	+0.6%	+$2.05K	﹤0.01%	1345
2025 Q4	$317K	Sell	7,946 -117	-1%	-$4.61K	﹤0.01%	1280
2025 Q3	$315K	Buy	8,063 +100	+1%	+$3.83K	﹤0.01%	1170
2025 Q2	$299K	Sell	7,963 -83	-1%	-$3K	﹤0.01%	1121
2025 Q1	$286K	Buy	8,046 +1,159	+17%	+$41.8K	﹤0.01%	1108
2024 Q4	$246K	Sell	6,887 -749	-10%	-$26.5K	﹤0.01%	1184
2024 Q3	$266K	Sell	7,636 -8	-0.1%	-$273	﹤0.01%	1070
2024 Q2	$257K	Sell	7,644 -2	-0%	-$65	﹤0.01%	1079
2024 Q1	$250K	Buy	+7,646	New	+$245K	﹤0.01%	1020
2023 Q2	–	Sell	-203,423	Closed	-$5.84M	–	2047
2023 Q1	$5.84M	Buy	203,423 +7,559	+4%	+$213K	0.04%	470
2022 Q4	$5.52M	Sell	195,864 -5,328	-3%	-$151K	0.04%	456
2022 Q3	$5.57M	Buy	+201,192	New	+$5.77M	0.04%	411

Other funds holding UMAR

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

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

AE Wealth Management's UMAR Position: Q1 2026 in Review

AE Wealth Management increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 0.64% in Q1 2026, buying an estimated $2.05K and bringing the position to 7,997 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

AE Wealth Management first reported a position in UMAR in Q3 2022 and has held it in 12 quarters since. The position peaked at $5.84M in Q1 2023. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

AE Wealth Management held 7,997 shares of Innovator US Equity Ultra Buffer ETF March worth $318K as of Q1 2026.
AE Wealth Management bought 51 Innovator US Equity Ultra Buffer ETF March shares in Q1 2026, an estimated $2.05K.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1345 holding.
AE Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q3 2022 and has held it in 12 quarters since.
AE Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $5.84M in Q1 2023.
82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.