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

BFI 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
2026
Q2 		$279K Hold
6,600
– – 0.21% 72
2026
Q1 		$264K Hold
6,600
– – 0.25% 68
2025
Q4 		$264K Buy
+6,600
New +$260K 0.25% 66

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFI Wealth Solutions's UMAR Position: Q2 2026 in Review

BFI Wealth Solutions held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 6,600 shares worth $279K. The position accounts for 0.21% of the portfolio, ranked #72.

BFI Wealth Solutions first reported a position in UMAR in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • BFI Wealth Solutions held 6,600 shares of Innovator US Equity Ultra Buffer ETF March worth $279K as of Q2 2026.
  • BFI Wealth Solutions left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF March made up 0.21% of BFI Wealth Solutions's portfolio in Q2 2026, its #72 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.