Arkadios Wealth Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Arkadios Wealth 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	$607K	Buy	+14,365	New	+$597K	0.01%	1035
2025 Q4	–	Sell	-11,143	Closed	-$435K	–	1654
2025 Q3	$435K	Buy	11,143 +864	+8%	+$33.1K	0.01%	998
2025 Q2	$387K	Buy	+10,279	New	+$371K	0.01%	955

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

Arkadios Wealth Advisors's UMAR Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2026: 14,365 shares worth $607K. The stake represents 0.01% of the portfolio and ranks #1035 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in UMAR as recently as Q3 2025.

Arkadios Wealth Advisors first reported a position in UMAR in Q2 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Arkadios Wealth Advisors held 14,365 shares of Innovator US Equity Ultra Buffer ETF March worth $607K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF March was a new Arkadios Wealth Advisors position in Q2 2026.
Innovator US Equity Ultra Buffer ETF March made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1035 holding.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2025 and has held it in 3 quarters since.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.