AWM
UMAR icon

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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Atticus Wealth Management's UMAR Position: Q3 2025 in Review

Atticus Wealth Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2025, closing a stake of 1,940 shares — an estimated $73K sold.

Atticus Wealth Management first reported a position in UMAR in Q1 2023 and held it in 10 quarters. The position peaked at $73K in Q2 2025. 69 funds tracked by Wall St. Rank hold UMAR as of Q3 2025.

  • Atticus Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,940 Innovator US Equity Ultra Buffer ETF March shares in Q3 2025, an estimated $73K.
  • Atticus Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2023 and held it in 10 quarters.
  • Atticus Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $73K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.