Ausdal Financial Partners’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Ausdal Financial Partners’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	$669K	Sell	15,827 -1,260	-7%	-$52.4K	0.03%	538
2026 Q1	$679K	Buy	17,087 +454	+3%	+$18.2K	0.03%	489
2025 Q4	$664K	Sell	16,633 -25	-0.2%	-$984	0.03%	456
2025 Q3	$650K	Sell	16,658 -25	-0.1%	-$958	0.03%	472
2025 Q2	$627K	Hold	16,683	–	–	0.04%	369
2025 Q1	$593K	Sell	16,683 -71	-0.4%	-$2.56K	0.04%	356
2024 Q4	$598K	Sell	16,754 -9	-0.1%	-$319	0.05%	317
2024 Q3	$585K	Hold	16,763	–	–	0.06%	279
2024 Q2	$564K	Buy	16,763 +526	+3%	+$17.2K	0.06%	269
2024 Q1	$530K	Buy	+16,237	New	+$520K	0.06%	260

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 $855M AUM

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

Ausdal Financial Partners's UMAR Position: Q2 2026 in Review

Ausdal Financial Partners reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 7.4% in Q2 2026, selling an estimated $52.4K and leaving 15,827 shares worth $669K. The position accounts for 0.03% of the portfolio, ranked #538.

Ausdal Financial Partners first reported a position in UMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $679K in Q1 2026. 87 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Ausdal Financial Partners held 15,827 shares of Innovator US Equity Ultra Buffer ETF March worth $669K as of Q2 2026.
Ausdal Financial Partners sold 1,260 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $52.4K.
Innovator US Equity Ultra Buffer ETF March made up 0.03% of Ausdal Financial Partners's portfolio in Q2 2026, its #538 holding.
Ausdal Financial Partners first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
Ausdal Financial Partners's Innovator US Equity Ultra Buffer ETF March position peaked at $679K in Q1 2026.
87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.