Chris Bulman
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Chris Bulman’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Chris Bulman’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
Q3 		– Sell
-5,680
Closed -$240K – 179
2026
Q2 		$240K Buy
+5,680
New +$236K 0.09% 146
2025
Q4 		– Sell
-6,038
Closed -$236K – 164
2025
Q3 		$236K Buy
+6,038
New +$231K 0.12% 113
2024
Q3 		– Sell
-138
Closed -$4.65K – 365
2024
Q2 		$4.65K Buy
+138
New +$4.52K ﹤0.01% 317

Other funds holding UMAR

Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Chris Bulman's UMAR Position: Q3 2026 in Review

Chris Bulman sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2026, closing a stake of 5,680 shares — an estimated $240K sold.

Chris Bulman first reported a position in UMAR in Q2 2024 and held it in 3 quarters. The position peaked at $240K in Q2 2026. 25 funds tracked by Wall St. Rank hold UMAR as of Q3 2026.

  • Chris Bulman reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q3 2026 after selling out during the quarter.
  • Chris Bulman sold 5,680 Innovator US Equity Ultra Buffer ETF March shares in Q3 2026, an estimated $240K.
  • Chris Bulman first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2024 and held it in 3 quarters.
  • Chris Bulman's Innovator US Equity Ultra Buffer ETF March position peaked at $240K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2026.

Based on Chris Bulman's 13F filing for Q3 2026, filed 20 Oct 2026.