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Atria Wealth Solutions’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-19,695
Closed -$700K – 1905
2025
Q1 		$700K Sell
19,695
-404
-2% -$14.6K 0.01% 1033
2024
Q4 		$717K Sell
20,099
-6,564
-25% -$233K 0.01% 1066
2024
Q3 		$930K Sell
26,663
-6,004
-18% -$205K 0.01% 937
2024
Q2 		$1.1M Buy
32,667
+4,491
+16% +$147K 0.01% 856
2024
Q1 		$920K Buy
+28,176
New +$902K 0.01% 949

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 $753M AUM
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Atria Wealth Solutions's UMAR Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2025, closing a stake of 19,695 shares — an estimated $700K sold.

Atria Wealth Solutions first reported a position in UMAR in Q1 2024 and held it in 5 quarters. The position peaked at $1.1M in Q2 2024. 72 funds tracked by Wall St. Rank hold UMAR as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 19,695 Innovator US Equity Ultra Buffer ETF March shares in Q2 2025, an estimated $700K.
  • Atria Wealth Solutions first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and held it in 5 quarters.
  • Atria Wealth Solutions's Innovator US Equity Ultra Buffer ETF March position peaked at $1.1M in Q2 2024.
  • 72 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.