Allie Family Office’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Allie Family Office’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	$296K	Buy	+7,457	New	+$300K	0.13%	77

Other funds holding UMAR

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

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 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 $1.76B AUM 18.92% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $914M AUM 21.56% 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 $366M AUM 16.87% 1-Year Est. Return

Allie Family Office's UMAR Position: Q1 2026 in Review

Allie Family Office opened a new position in Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2026: 7,457 shares worth $296K. The stake represents 0.13% of the portfolio and ranks #77 among its holdings.

82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

Allie Family Office held 7,457 shares of Innovator US Equity Ultra Buffer ETF March worth $296K as of Q1 2026.
Innovator US Equity Ultra Buffer ETF March was a new Allie Family Office position in Q1 2026.
Innovator US Equity Ultra Buffer ETF March made up 0.13% of Allie Family Office's portfolio in Q1 2026, its #77 holding.
82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.