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Ashton Thomas Private Wealth’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Ashton Thomas Private Wealth’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 		$34.1K Hold
807
– – ﹤0.01% 1398
2026
Q1 		$32.1K Buy
+807
New +$32.4K ﹤0.01% 1316
2024
Q3 		– Sell
-966
Closed -$32.5K – 1767
2024
Q2 		$32.5K Buy
+966
New +$31.6K ﹤0.01% 1034

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ashton Thomas Private Wealth's UMAR Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 807 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Ashton Thomas Private Wealth first reported a position in UMAR in Q2 2024 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • Ashton Thomas Private Wealth held 807 shares of Innovator US Equity Ultra Buffer ETF March worth $34.1K as of Q2 2026.
  • Ashton Thomas Private Wealth 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 Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1398 holding.
  • Ashton Thomas Private Wealth first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2024 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 Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.