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

CoreCap 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	$20.1K	Hold	476	–	–	﹤0.01%	1787
2026 Q1	$18.9K	Buy	+476	New	+$19.1K	﹤0.01%	1688
2025 Q1	–	Sell	-2,616	Closed	-$93.4K	–	3311
2024 Q4	$93.4K	Sell	2,616 -49	-2%	-$1.74K	﹤0.01%	952
2024 Q3	$93K	Buy	+2,665	New	+$90.8K	﹤0.01%	945
2024 Q2	–	Sell	-3,899	Closed	-$127K	–	2524
2024 Q1	$127K	Buy	+3,899	New	+$125K	0.01%	759

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CVA

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

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

CoreCap Advisors's UMAR Position: Q2 2026 in Review

CoreCap Advisors held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 476 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

CoreCap Advisors first reported a position in UMAR in Q1 2024 and has held it in 5 quarters since. The position peaked at $127K in Q1 2024. 38 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

CoreCap Advisors held 476 shares of Innovator US Equity Ultra Buffer ETF March worth $20.1K as of Q2 2026.
CoreCap Advisors left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1787 holding.
CoreCap Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 5 quarters since.
CoreCap Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $127K in Q1 2024.
38 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.