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Blue Sky Capital Consultants Group’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Blue Sky Capital Consultants Group’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
Q1 		$441K Buy
11,086
+1,362
+14% +$54.7K 0.21% 55
2025
Q4 		$388K Hold
9,724
– – 0.17% 53
2025
Q3 		$379K Hold
9,724
– – 0.16% 47
2025
Q2 		$366K Hold
9,724
– – 0.18% 46
2025
Q1 		$346K Sell
9,724
-6,850
-41% -$247K 0.23% 43
2024
Q4 		$592K Buy
+16,574
New +$587K 0.36% 39

Other funds holding UMAR

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
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Blue Sky Capital Consultants Group's UMAR Position: Q1 2026 in Review

Blue Sky Capital Consultants Group increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 14% in Q1 2026, buying an estimated $54.7K and bringing the position to 11,086 shares worth $441K. The position accounts for 0.21% of the portfolio, ranked #55.

Blue Sky Capital Consultants Group first reported a position in UMAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $592K in Q4 2024. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

  • Blue Sky Capital Consultants Group held 11,086 shares of Innovator US Equity Ultra Buffer ETF March worth $441K as of Q1 2026.
  • Blue Sky Capital Consultants Group bought 1,362 Innovator US Equity Ultra Buffer ETF March shares in Q1 2026, an estimated $54.7K.
  • Innovator US Equity Ultra Buffer ETF March made up 0.21% of Blue Sky Capital Consultants Group's portfolio in Q1 2026, its #55 holding.
  • Blue Sky Capital Consultants Group first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2024 and has held it in 6 quarters since.
  • Blue Sky Capital Consultants Group's Innovator US Equity Ultra Buffer ETF March position peaked at $592K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q1 2026, filed 28 Apr 2026.