Arax Advisory Partners’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Arax Advisory Partners’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	$1.39M	Buy	33,000 +16,500	+100%	+$686K	0.01%	1025
2026 Q1	$656K	Buy	16,500 +16,089	+3,915%	+$646K	0.02%	543
2025 Q4	$16.4K	Buy	+411	New	+$16.2K	﹤0.01%	2218
2025 Q3	–	Sell	-411	Closed	-$15.5K	–	4267
2025 Q2	$15.5K	Hold	411	–	–	﹤0.01%	1776
2025 Q1	$14.6K	Buy	+411	New	+$14.8K	﹤0.01%	1443
2023 Q3	–	Sell	-1,003	Closed	-$30.2K	–	1367
2023 Q2	$30.2K	Hold	1,003	–	–	﹤0.01%	531
2023 Q1	$28.8K	Hold	1,003	–	–	﹤0.01%	530
2022 Q4	$28.2K	Hold	1,003	–	–	﹤0.01%	516
2022 Q3	$28K	Hold	1,003	–	–	﹤0.01%	518
2022 Q2	$28K	Hold	1,003	–	–	﹤0.01%	522
2022 Q1	$30K	Buy	+1,003	New	+$29.9K	﹤0.01%	528

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

Arax Advisory Partners's UMAR Position: Q2 2026 in Review

Arax Advisory Partners increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 100% in Q2 2026, buying an estimated $686K and bringing the position to 33,000 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #1025.

Arax Advisory Partners first reported a position in UMAR in Q1 2022 and has held it in 11 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Arax Advisory Partners held 33,000 shares of Innovator US Equity Ultra Buffer ETF March worth $1.39M as of Q2 2026.
Arax Advisory Partners bought 16,500 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $686K.
Innovator US Equity Ultra Buffer ETF March made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1025 holding.
Arax Advisory Partners first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2022 and has held it in 11 quarters since.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.