Cetera Investment Advisers’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Cetera Investment Advisers’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	$2.47M	Sell	58,491 -4,132	-7%	-$172K	﹤0.01%	2216
2026 Q1	$2.49M	Buy	62,623 +2,362	+4%	+$94.9K	﹤0.01%	2086
2025 Q4	$2.41M	Sell	60,261 -1,420	-2%	-$55.9K	﹤0.01%	2050
2025 Q3	$2.41M	Buy	61,681 +6,978	+13%	+$267K	﹤0.01%	2013
2025 Q2	$2.06M	Buy	54,703 +4,338	+9%	+$157K	﹤0.01%	1825
2025 Q1	$1.79M	Buy	50,365 +34,373	+215%	+$1.24M	﹤0.01%	1825
2024 Q4	$571K	Buy	15,992 +527	+3%	+$18.7K	﹤0.01%	2575
2024 Q3	$539K	Buy	15,465 +328	+2%	+$11.2K	﹤0.01%	2594
2024 Q2	$510K	Buy	15,137 +2,422	+19%	+$79.3K	﹤0.01%	2575
2024 Q1	$415K	Buy	+12,715	New	+$407K	﹤0.01%	2761

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

MOS

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

KAS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers's UMAR Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 6.6% in Q2 2026, selling an estimated $172K and leaving 58,491 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

Cetera Investment Advisers first reported a position in UMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.49M in Q1 2026. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Cetera Investment Advisers held 58,491 shares of Innovator US Equity Ultra Buffer ETF March worth $2.47M as of Q2 2026.
Cetera Investment Advisers sold 4,132 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $172K.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2216 holding.
Cetera Investment Advisers first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Innovator US Equity Ultra Buffer ETF March position peaked at $2.49M in Q1 2026.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.