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

Concurrent Investment 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
2026
Q2 		$206K Buy
+4,867
New +$202K ﹤0.01% 1928

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LF
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concurrent Investment Advisors's UMAR Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2026: 4,867 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1928 among its holdings.

86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • Concurrent Investment Advisors held 4,867 shares of Innovator US Equity Ultra Buffer ETF March worth $206K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF March was a new Concurrent Investment Advisors position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1928 holding.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.