Cambridge Investment Research Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Cambridge Investment Research Advisors’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	$726K	Sell	17,190 -1,565	-8%	-$65.1K	﹤0.01%	2416
2026 Q1	$745K	Buy	18,755 +308	+2%	+$12.4K	﹤0.01%	2432
2025 Q4	$737K	Sell	18,447 -150	-0.8%	-$5.91K	﹤0.01%	2371
2025 Q3	$725K	Sell	18,597 -2,893	-13%	-$111K	﹤0.01%	2328
2025 Q2	$808K	Buy	21,490 +1,050	+5%	+$37.9K	﹤0.01%	2126
2025 Q1	$727K	Buy	20,440 +4,731	+30%	+$171K	﹤0.01%	2121
2024 Q4	$561K	Sell	15,709 -2,093	-12%	-$74.1K	﹤0.01%	2335
2024 Q3	$621K	Buy	17,802 +54	+0.3%	+$1.84K	﹤0.01%	2237
2024 Q2	$598K	Buy	17,748 +393	+2%	+$12.9K	﹤0.01%	2152
2024 Q1	$567K	Buy	17,355 +4,487	+35%	+$144K	﹤0.01%	2176
2023 Q4	$407K	Sell	12,868 -606	-4%	-$18.5K	﹤0.01%	2357
2023 Q3	$402K	Sell	13,474 -84	-0.6%	-$2.53K	﹤0.01%	2266
2023 Q2	$408K	Buy	13,558 +3,178	+31%	+$92.7K	﹤0.01%	2286
2023 Q1	$298K	Buy	10,380 +1,302	+14%	+$36.8K	﹤0.01%	2497
2022 Q4	$256K	Sell	9,078 -51	-0.6%	-$1.44K	﹤0.01%	2560
2022 Q3	$253K	Sell	9,129 -1,085	-11%	-$31.1K	﹤0.01%	2508
2022 Q2	$287K	Sell	10,214 -287	-3%	-$8.34K	﹤0.01%	2424
2022 Q1	$317K	Buy	10,501 +1,573	+18%	+$46.9K	﹤0.01%	2507
2021 Q4	$266K	Sell	8,928 -98	-1%	-$2.9K	﹤0.01%	2653
2021 Q3	$263K	Hold	9,026	–	–	﹤0.01%	2571
2021 Q2	$263K	Hold	9,026	–	–	﹤0.01%	2575
2021 Q1	$257K	Buy	+9,026	New	+$253K	﹤0.01%	2407

Other funds holding UMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Cambridge Investment Research Advisors's UMAR Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 8.3% in Q2 2026, selling an estimated $65.1K and leaving 17,190 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Cambridge Investment Research Advisors first reported a position in UMAR in Q1 2021 and has held it in 22 quarters since. The position peaked at $808K in Q2 2025. 31 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Cambridge Investment Research Advisors held 17,190 shares of Innovator US Equity Ultra Buffer ETF March worth $726K as of Q2 2026.
Cambridge Investment Research Advisors sold 1,565 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $65.1K.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2416 holding.
Cambridge Investment Research Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2021 and has held it in 22 quarters since.
Cambridge Investment Research Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $808K in Q2 2025.
31 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.