Atticus Wealth Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Atticus Wealth Management’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 Q3	–	Sell	-1,940	Closed	-$73K	–	611
2025 Q2	$73K	Hold	1,940	–	–	0.02%	276
2025 Q1	$69K	Hold	1,940	–	–	0.02%	198
2024 Q4	$69.2K	Hold	1,940	–	–	0.02%	206
2024 Q3	$67.7K	Hold	1,940	–	–	0.02%	216
2024 Q2	$65.3K	Hold	1,940	–	–	0.02%	209
2024 Q1	$63.4K	Hold	1,940	–	–	0.02%	218
2023 Q4	$61.3K	Hold	1,940	–	–	0.02%	224
2023 Q3	$57.9K	Hold	1,940	–	–	0.02%	225
2023 Q2	$58.3K	Hold	1,940	–	–	0.02%	249
2023 Q1	$55.7K	Buy	+1,940	New	+$54.8K	0.02%	243

Other funds holding UMAR

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return