Central Valley Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Central Valley 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	$3.01M	Sell	71,144 -5,951	-8%	-$247K	0.77%	34
2026 Q1	$3.06M	Buy	77,095 +8,664	+13%	+$348K	0.84%	32
2025 Q4	$2.73M	Sell	68,431 -280	-0.4%	-$11K	0.82%	36
2025 Q3	$2.68M	Sell	68,711 -199	-0.3%	-$7.63K	0.83%	34
2025 Q2	$2.59M	Buy	68,910 +1,839	+3%	+$66.4K	0.88%	31
2025 Q1	$2.38M	Buy	67,071 +43,530	+185%	+$1.57M	0.9%	32
2024 Q4	$840K	Sell	23,541 -1,483	-6%	-$52.5K	0.38%	57
2024 Q3	$873K	Sell	25,024 -232,705	-90%	-$7.93M	0.49%	51
2024 Q2	$8.88M	Buy	257,729 +7,376	+3%	+$242K	3.79%	4
2024 Q1	$8.18M	Buy	+250,353	New	+$8.02M	4.22%	5

Other funds holding UMAR

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 $549M AUM 18.02% 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 15.9% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

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

Central Valley Advisors's UMAR Position: Q2 2026 in Review

Central Valley Advisors reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 7.7% in Q2 2026, selling an estimated $247K and leaving 71,144 shares worth $3.01M. The position accounts for 0.77% of the portfolio, ranked #34.

Central Valley Advisors first reported a position in UMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.88M in Q2 2024. 87 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Central Valley Advisors held 71,144 shares of Innovator US Equity Ultra Buffer ETF March worth $3.01M as of Q2 2026.
Central Valley Advisors sold 5,951 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $247K.
Innovator US Equity Ultra Buffer ETF March made up 0.77% of Central Valley Advisors's portfolio in Q2 2026, its #34 holding.
Central Valley Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
Central Valley Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $8.88M in Q2 2024.
87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.