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Caliber Wealth Management (Kansas)’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Caliber Wealth Management (Kansas)’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 		$5.85M Hold
138,550
– – 0.57% 31
2026
Q1 		$5.51M Buy
+138,550
New +$5.57M 0.6% 32

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s UMAR Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 138,550 shares worth $5.85M. The position accounts for 0.57% of the portfolio, ranked #31.

Caliber Wealth Management (Kansas) first reported a position in UMAR in Q1 2026 and has held it in 2 quarters since. 35 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 138,550 shares of Innovator US Equity Ultra Buffer ETF March worth $5.85M as of Q2 2026.
  • Caliber Wealth Management (Kansas) left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF March made up 0.57% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #31 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
  • 35 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.