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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
Q2 		$315K Hold
7,457
– – 0.12% 84
2026
Q1 		$296K Buy
+7,457
New +$300K 0.13% 77

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LF
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allie Family Office's UMAR Position: Q2 2026 in Review

Allie Family Office held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 7,457 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #84.

Allie Family Office first reported a position in UMAR in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • Allie Family Office held 7,457 shares of Innovator US Equity Ultra Buffer ETF March worth $315K as of Q2 2026.
  • Allie Family Office left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF March made up 0.12% of Allie Family Office's portfolio in Q2 2026, its #84 holding.
  • Allie Family Office first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.