AIC
UMAR icon

Archer Investment Corporation’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Archer Investment Corporation’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 		$1M Sell
23,747
-810
-3% -$33.7K 0.19% 99
2026
Q1 		$976K Buy
24,557
+1,197
+5% +$48.1K 0.21% 94
2025
Q4 		$933K Sell
23,360
-437
-2% -$17.2K 0.21% 98
2025
Q3 		$928K Sell
23,797
-26
-0.1% -$996 0.21% 90
2025
Q2 		$896K Buy
23,823
+533
+2% +$19.2K 0.21% 94
2025
Q1 		$828K Buy
23,290
+4,624
+25% +$167K 0.21% 92
2024
Q4 		$666K Sell
18,666
-158
-0.8% -$5.6K 0.18% 106
2024
Q3 		$657K Sell
18,824
-25,670
-58% -$874K 0.18% 106
2024
Q2 		$1.5M Sell
44,494
-1,271
-3% -$41.6K 0.44% 55
2024
Q1 		$1.49M Buy
45,765
+4,624
+11% +$148K 0.45% 51
2023
Q4 		$1.3M Sell
41,141
-4,996
-11% -$153K 0.42% 55
2023
Q3 		$1.38M Sell
46,137
-764
-2% -$23K 0.48% 51
2023
Q2 		$1.41M Sell
46,901
-628
-1% -$18.3K 0.5% 49
2023
Q1 		$1.37M Buy
47,529
+3,628
+8% +$102K 0.5% 44
2022
Q4 		$1.24M Sell
43,901
-917
-2% -$25.9K 0.48% 48
2022
Q3 		$1.24M Hold
44,818
– – 0.52% 40
2022
Q2 		$1.26M Sell
44,818
-410
-0.9% -$11.9K 0.51% 42
2022
Q1 		$1.36M Buy
45,228
+772
+2% +$23K 0.48% 51
2021
Q4 		$1.32M Sell
44,456
-11,850
-21% -$350K 0.45% 52
2021
Q3 		$1.64M Sell
56,306
-26,384
-32% -$772K 0.61% 30
2021
Q2 		$2.41M Sell
82,690
-55
-0.1% -$1.59K 0.95% 20
2021
Q1 		$2.45M Buy
82,745
+17,223
+26% +$482K 1.01% 16
2020
Q4 		$1.82M Sell
65,522
-188,702
-74% -$5.17M 0.86% 23
2020
Q3 		$6.86M Sell
254,224
-54,765
-18% -$1.47M 3.57% 4
2020
Q2 		$8.17M Sell
308,989
-8,374
-3% -$217K 4.61% 3
2020
Q1 		$7.92M Buy
+317,363
New +$7.92M 5.32% 3

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $855M AUM
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

Archer Investment Corporation's UMAR Position: Q2 2026 in Review

Archer Investment Corporation reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 3.3% in Q2 2026, selling an estimated $33.7K and leaving 23,747 shares worth $1M. The position accounts for 0.19% of the portfolio, ranked #99.

Archer Investment Corporation first reported a position in UMAR in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.17M in Q2 2020. 87 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • Archer Investment Corporation held 23,747 shares of Innovator US Equity Ultra Buffer ETF March worth $1M as of Q2 2026.
  • Archer Investment Corporation sold 810 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $33.7K.
  • Innovator US Equity Ultra Buffer ETF March made up 0.19% of Archer Investment Corporation's portfolio in Q2 2026, its #99 holding.
  • Archer Investment Corporation first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2020 and has held it in 26 quarters since.
  • Archer Investment Corporation's Innovator US Equity Ultra Buffer ETF March position peaked at $8.17M in Q2 2020.
  • 87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.