Continuum Advisory’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Continuum Advisory’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	-986	Closed	-$35.2K	–	1936
2024 Q4	$35.2K	Hold	986	–	–	﹤0.01%	738
2024 Q3	$35.1K	Hold	986	–	–	﹤0.01%	727
2024 Q2	$33.2K	Hold	986	–	–	﹤0.01%	693
2024 Q1	$32.1K	Buy	+986	New	+$31.6K	﹤0.01%	687

Other funds holding UMAR

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Continuum Advisory's UMAR Position: Q1 2025 in Review

Continuum Advisory sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2025, closing a stake of 986 shares — an estimated $35.2K sold.

Continuum Advisory first reported a position in UMAR in Q1 2024 and held it in 4 quarters. The position peaked at $35.2K in Q4 2024. 68 funds tracked by Wall St. Rank hold UMAR as of Q1 2025.

Continuum Advisory reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2025 after selling out during the quarter.
Continuum Advisory sold 986 Innovator US Equity Ultra Buffer ETF March shares in Q1 2025, an estimated $35.2K.
Continuum Advisory first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and held it in 4 quarters.
Continuum Advisory's Innovator US Equity Ultra Buffer ETF March position peaked at $35.2K in Q4 2024.
68 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.