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 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

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $914M AUM 21.56% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Cetera Investment Advisers's UMAR Position: Q1 2026 in Review

Cetera Investment Advisers increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 3.9% in Q1 2026, buying an estimated $94.9K and bringing the position to 62,623 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Cetera Investment Advisers first reported a position in UMAR in Q1 2024 and has held it in 9 quarters since. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

Cetera Investment Advisers held 62,623 shares of Innovator US Equity Ultra Buffer ETF March worth $2.49M as of Q1 2026.
Cetera Investment Advisers bought 2,362 Innovator US Equity Ultra Buffer ETF March shares in Q1 2026, an estimated $94.9K.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2086 holding.
Cetera Investment Advisers first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.