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 Q2	$305K	Hold	7,220	–	–	﹤0.01%	941
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

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

Aptus Capital Advisors's UMAR Position: Q2 2026 in Review

Aptus Capital Advisors held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 7,220 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Aptus Capital Advisors first reported a position in UMAR in Q1 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Aptus Capital Advisors held 7,220 shares of Innovator US Equity Ultra Buffer ETF March worth $305K as of Q2 2026.
Aptus Capital Advisors 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 Aptus Capital Advisors's portfolio in Q2 2026, its #941 holding.
Aptus Capital Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.