CPIG
UMAR icon

Chicago Partners Investment Group’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Chicago Partners Investment Group’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 		$348K Sell
8,429
-3,220
-28% -$129K 0.01% 1066
2025
Q4 		$468K Hold
11,649
– – 0.01% 806
2025
Q3 		$459K Hold
11,649
– – 0.01% 751
2025
Q2 		$443K Hold
11,649
– – 0.01% 650
2025
Q1 		$417K Hold
11,649
– – 0.01% 579
2024
Q4 		$417K Hold
11,649
– – 0.01% 556
2024
Q3 		$409K Hold
11,649
– – 0.01% 538
2024
Q2 		$392K Hold
11,649
– – 0.02% 529
2024
Q1 		$374K Buy
11,649
+2,856
+32% +$91.4K 0.02% 514
2023
Q4 		$280K Hold
8,793
– – 0.01% 558
2023
Q3 		$260K Hold
8,793
– – 0.01% 541
2023
Q2 		$265K Hold
8,793
– – 0.01% 558
2023
Q1 		$254K Buy
+8,793
New +$248K 0.01% 549

Other funds holding UMAR

LF
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Chicago Partners Investment Group's UMAR Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 28% in Q1 2026, selling an estimated $129K and leaving 8,429 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #1066.

Chicago Partners Investment Group first reported a position in UMAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $468K in Q4 2025. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

  • Chicago Partners Investment Group held 8,429 shares of Innovator US Equity Ultra Buffer ETF March worth $348K as of Q1 2026.
  • Chicago Partners Investment Group sold 3,220 Innovator US Equity Ultra Buffer ETF March shares in Q1 2026, an estimated $129K.
  • Innovator US Equity Ultra Buffer ETF March made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1066 holding.
  • Chicago Partners Investment Group first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2023 and has held it in 13 quarters since.
  • Chicago Partners Investment Group's Innovator US Equity Ultra Buffer ETF March position peaked at $468K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.