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

CRA Financial 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 		$475K Hold
11,255
– – 0.05% 200
2026
Q1 		$447K Buy
11,255
+500
+5% +$20.1K 0.06% 192
2025
Q4 		$430K Sell
10,755
-2,155
-17% -$84.8K 0.06% 193
2025
Q3 		$504K Sell
12,910
-100
-0.8% -$3.83K 0.07% 168
2025
Q2 		$489K Buy
+13,010
New +$469K 0.07% 165

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

CRA Financial Services's UMAR Position: Q2 2026 in Review

CRA Financial Services held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 11,255 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #200.

CRA Financial Services first reported a position in UMAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $504K in Q3 2025. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • CRA Financial Services held 11,255 shares of Innovator US Equity Ultra Buffer ETF March worth $475K as of Q2 2026.
  • CRA Financial Services left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF March made up 0.05% of CRA Financial Services's portfolio in Q2 2026, its #200 holding.
  • CRA Financial Services first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2025 and has held it in 5 quarters since.
  • CRA Financial Services's Innovator US Equity Ultra Buffer ETF March position peaked at $504K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.