BCS Wealth Management
UMAR icon

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

BCS 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
2026
Q3 		$463K Hold
10,718
– – 0.08% 186
2026
Q2 		$453K Hold
10,718
– – 0.08% 192
2026
Q1 		$426K Sell
10,718
-10,718
-50% -$431K 0.09% 175
2025
Q4 		$856K Buy
21,436
+10,718
+100% +$422K 0.09% 173
2025
Q3 		$418K Hold
10,718
– – 0.09% 165
2025
Q2 		$403K Hold
10,718
– – 0.09% 173
2025
Q1 		$381K Hold
10,718
– – 0.1% 172
2024
Q4 		$383K Hold
10,718
– – 0.1% 178
2024
Q3 		$374K Hold
10,718
– – 0.16% 118
2024
Q2 		$361K Hold
10,718
– – 0.18% 114
2024
Q1 		$350K Hold
10,718
– – 0.11% 174
2023
Q4 		$339K Hold
10,718
– – 0.12% 152
2023
Q3 		$320K Hold
10,718
– – 0.13% 145
2023
Q2 		$322K Hold
10,718
– – 0.24% 81
2023
Q1 		$308K Hold
10,718
– – 0.14% 119
2022
Q4 		$302K Hold
10,718
– – 0.13% 144
2022
Q3 		$297K Hold
10,718
– – 0.14% 139
2022
Q2 		$301K Hold
10,718
– – 0.13% 134
2022
Q1 		$324K Hold
10,718
– – 0.13% 139
2021
Q4 		$319K Hold
10,718
– – 0.11% 154
2021
Q3 		$312K Hold
10,718
– – 0.13% 134
2021
Q2 		$312K Hold
10,718
– – 0.17% 113
2021
Q1 		$305K Buy
+10,718
New +$300K 0.14% 115

Other funds holding UMAR

Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Caliber Wealth Management (Kansas)
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.02B AUM 17.76% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

BCS Wealth Management's UMAR Position: Q3 2026 in Review

BCS Wealth Management held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q3 2026 at 10,718 shares worth $463K. The position accounts for 0.08% of the portfolio, ranked #186.

BCS Wealth Management first reported a position in UMAR in Q1 2021 and has held it in 23 quarters since. The position peaked at $856K in Q4 2025. 49 funds tracked by Wall St. Rank hold UMAR as of Q3 2026.

  • BCS Wealth Management held 10,718 shares of Innovator US Equity Ultra Buffer ETF March worth $463K as of Q3 2026.
  • BCS Wealth Management left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF March made up 0.08% of BCS Wealth Management's portfolio in Q3 2026, its #186 holding.
  • BCS Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2021 and has held it in 23 quarters since.
  • BCS Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $856K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.