Capital Investment Advisory Services’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Capital Investment Advisory Services’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	$20.4K	Hold	483	–	–	﹤0.01%	1081
2026 Q1	$19.2K	Hold	483	–	–	﹤0.01%	996
2025 Q4	$19.3K	Hold	483	–	–	﹤0.01%	960
2025 Q3	$18.8K	Hold	483	–	–	﹤0.01%	911
2025 Q2	$18.2K	Hold	483	–	–	﹤0.01%	884
2025 Q1	$17.2K	Hold	483	–	–	﹤0.01%	826
2024 Q4	$17.2K	Hold	483	–	–	﹤0.01%	768
2024 Q3	$16.8K	Sell	483 -292	-38%	-$9.95K	﹤0.01%	810
2024 Q2	$26.1K	Hold	775	–	–	﹤0.01%	740
2024 Q1	$25.3K	Buy	+775	New	+$24.8K	﹤0.01%	743

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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Capital Investment Advisory Services's UMAR Position: Q2 2026 in Review

Capital Investment Advisory Services held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 483 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Capital Investment Advisory Services first reported a position in UMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $26.1K in Q2 2024. 23 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Capital Investment Advisory Services held 483 shares of Innovator US Equity Ultra Buffer ETF March worth $20.4K as of Q2 2026.
Capital Investment Advisory Services left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1081 holding.
Capital Investment Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
Capital Investment Advisory Services's Innovator US Equity Ultra Buffer ETF March position peaked at $26.1K in Q2 2024.
23 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.