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 Q2	$318K	Sell	7,536 -3,550	-32%	-$148K	0.14%	58
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

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

Blue Sky Capital Consultants Group's UMAR Position: Q2 2026 in Review

Blue Sky Capital Consultants Group reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 32% in Q2 2026, selling an estimated $148K and leaving 7,536 shares worth $318K. The position accounts for 0.14% of the portfolio, ranked #58.

Blue Sky Capital Consultants Group first reported a position in UMAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $592K in Q4 2024. 87 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Blue Sky Capital Consultants Group held 7,536 shares of Innovator US Equity Ultra Buffer ETF March worth $318K as of Q2 2026.
Blue Sky Capital Consultants Group sold 3,550 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $148K.
Innovator US Equity Ultra Buffer ETF March made up 0.14% of Blue Sky Capital Consultants Group's portfolio in Q2 2026, its #58 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 7 quarters since.
Blue Sky Capital Consultants Group's Innovator US Equity Ultra Buffer ETF March position peaked at $592K in Q4 2024.
87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q2 2026, filed 4 Aug 2026.