Aptus Capital Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Aptus Capital Advisors’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	$287K	Buy	7,220 +2,745	+61%	+$110K	﹤0.01%	891
2025 Q4	$179K	Buy	4,475 +825	+23%	+$32.5K	﹤0.01%	1054
2025 Q3	$142K	Sell	3,650 -825	-18%	-$31.6K	﹤0.01%	1038
2025 Q2	$168K	Hold	4,475	–	–	﹤0.01%	981
2025 Q1	$159K	Buy	+4,475	New	+$161K	﹤0.01%	934

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

Aptus Capital Advisors's UMAR Position: Q1 2026 in Review

Aptus Capital Advisors increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 61% in Q1 2026, buying an estimated $110K and bringing the position to 7,220 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Aptus Capital Advisors first reported a position in UMAR in Q1 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

Aptus Capital Advisors held 7,220 shares of Innovator US Equity Ultra Buffer ETF March worth $287K as of Q1 2026.
Aptus Capital Advisors bought 2,745 Innovator US Equity Ultra Buffer ETF March shares in Q1 2026, an estimated $110K.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #891 holding.
Aptus Capital Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.