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

Clearstead 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
2025
Q1 		– Sell
-97,483
Closed -$3.48M – 2316
2024
Q4 		$3.48M Sell
97,483
-250
-0.3% -$8.86K 0.05% 219
2024
Q3 		$3.41M Buy
97,733
+1,216
+1% +$41.4K 0.05% 228
2024
Q2 		$3.25M Buy
+96,517
New +$3.16M 0.06% 215

Other funds holding UMAR

MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Clearstead Advisors's UMAR Position: Q1 2025 in Review

Clearstead Advisors sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2025, closing a stake of 97,483 shares — an estimated $3.48M sold.

Clearstead Advisors first reported a position in UMAR in Q2 2024 and held it in 3 quarters. The position peaked at $3.48M in Q4 2024. 68 funds tracked by Wall St. Rank hold UMAR as of Q1 2025.

  • Clearstead Advisors reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • Clearstead Advisors sold 97,483 Innovator US Equity Ultra Buffer ETF March shares in Q1 2025, an estimated $3.48M.
  • Clearstead Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2024 and held it in 3 quarters.
  • Clearstead Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $3.48M in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.