Commonwealth Equity Services’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Commonwealth Equity Services’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	$3.3M	Sell	78,154 -16,132	-17%	-$671K	﹤0.01%	1707
2026 Q1	$3.75M	Buy	94,286 +11,197	+13%	+$450K	0.01%	1545
2025 Q4	$3.32M	Sell	83,089 -2,662	-3%	-$105K	﹤0.01%	1611
2025 Q3	$3.35M	Sell	85,751 -7,105	-8%	-$272K	﹤0.01%	1631
2025 Q2	$3.49M	Buy	92,856 +9,032	+11%	+$326K	﹤0.01%	1585
2025 Q1	$2.98M	Buy	83,824 +14,403	+21%	+$519K	﹤0.01%	1633
2024 Q4	$2.48M	Sell	69,421 -5,901	-8%	-$209K	﹤0.01%	1717
2024 Q3	$2.63M	Hold	75,322	–	–	﹤0.01%	1628
2024 Q2	$2.54M	Buy	75,322 +8,092	+12%	+$265K	﹤0.01%	1629
2024 Q1	$2.2M	Buy	67,230 +35,560	+112%	+$1.14M	﹤0.01%	1718
2023 Q4	$1M	Hold	31,670	–	–	﹤0.01%	2177
2023 Q3	$945K	Hold	31,670	–	–	﹤0.01%	2117
2023 Q2	$952K	Sell	31,670 -3,189	-9%	-$93K	﹤0.01%	2130
2023 Q1	$1M	Buy	34,859 +3,408	+11%	+$96.2K	﹤0.01%	2041
2022 Q4	$885K	Sell	31,451 -4,062	-11%	-$115K	﹤0.01%	2044
2022 Q3	$983K	Hold	35,513	–	–	﹤0.01%	1901
2022 Q2	$997K	Sell	35,513 -3,014	-8%	-$87.6K	﹤0.01%	1902
2022 Q1	$1.16M	Buy	38,527 +6,659	+21%	+$198K	﹤0.01%	1877
2021 Q4	$949K	Sell	31,868 -9,566	-23%	-$283K	﹤0.01%	2027
2021 Q3	$1.21M	Sell	41,434 -884	-2%	-$25.9K	﹤0.01%	1780
2021 Q2	$1.23M	Hold	42,318	–	–	﹤0.01%	1763
2021 Q1	$1.21M	Buy	42,318 +29,818	+239%	+$834K	﹤0.01%	1668
2020 Q4	$347K	Hold	12,500	–	–	﹤0.01%	2450
2020 Q3	$337K	Hold	12,500	–	–	﹤0.01%	2266
2020 Q2	$330K	Sell	12,500 -226,829	-95%	-$5.89M	﹤0.01%	2206
2020 Q1	$5.97M	Buy	+239,329	New	+$5.97M	0.03%	490

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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Commonwealth Equity Services's UMAR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 17% in Q2 2026, selling an estimated $671K and leaving 78,154 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Commonwealth Equity Services first reported a position in UMAR in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.97M in Q1 2020. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Commonwealth Equity Services held 78,154 shares of Innovator US Equity Ultra Buffer ETF March worth $3.3M as of Q2 2026.
Commonwealth Equity Services sold 16,132 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $671K.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1707 holding.
Commonwealth Equity Services first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2020 and has held it in 26 quarters since.
Commonwealth Equity Services's Innovator US Equity Ultra Buffer ETF March position peaked at $5.97M in Q1 2020.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.