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Castleview Partners’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-1,066
Closed -$38K – 538
2024
Q4 		$38K Hold
1,066
– – 0.02% 380
2024
Q3 		$37.2K Sell
1,066
-917
-46% -$31.2K 0.02% 365
2024
Q2 		$66.8K Hold
1,983
– – 0.04% 292
2024
Q1 		$64.8K Hold
1,983
– – 0.04% 312
2023
Q4 		$62.7K Buy
+1,983
New +$60.7K 0.04% 261

Other funds holding UMAR

MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Castleview Partners's UMAR Position: Q1 2025 in Review

Castleview Partners sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2025, closing a stake of 1,066 shares — an estimated $38K sold.

Castleview Partners first reported a position in UMAR in Q4 2023 and held it in 5 quarters. The position peaked at $66.8K in Q2 2024. 68 funds tracked by Wall St. Rank hold UMAR as of Q1 2025.

  • Castleview Partners reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,066 Innovator US Equity Ultra Buffer ETF March shares in Q1 2025, an estimated $38K.
  • Castleview Partners first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Innovator US Equity Ultra Buffer ETF March position peaked at $66.8K in Q2 2024.
  • 68 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.