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

DHJJ Financial 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	$165K	Hold	3,914	–	–	0.05%	239
2026 Q1	$156K	Buy	3,914 +3,344	+587%	+$134K	0.05%	231
2025 Q4	$22.8K	Hold	570	–	–	0.01%	485
2025 Q3	$22.2K	Hold	570	–	–	0.01%	472
2025 Q2	$21.4K	Hold	570	–	–	0.01%	463
2025 Q1	$20.3K	Sell	570 -650	-53%	-$23.4K	0.01%	427
2024 Q4	$43.5K	Hold	1,220	–	–	0.02%	323
2024 Q3	$42.6K	Hold	1,220	–	–	0.02%	328
2024 Q2	$41.1K	Hold	1,220	–	–	0.02%	302
2024 Q1	$39.8K	Hold	1,220	–	–	0.02%	293
2023 Q4	$38.6K	Sell	1,220 -40	-3%	-$1.22K	0.02%	290
2023 Q3	$37.6K	Buy	+1,260	New	+$38K	0.02%	276

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

DHJJ Financial Advisors's UMAR Position: Q2 2026 in Review

DHJJ Financial Advisors held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 3,914 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #239.

DHJJ Financial Advisors first reported a position in UMAR in Q3 2023 and has held it in 12 quarters since. 38 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

DHJJ Financial Advisors held 3,914 shares of Innovator US Equity Ultra Buffer ETF March worth $165K as of Q2 2026.
DHJJ Financial 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 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #239 holding.
DHJJ Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q3 2023 and has held it in 12 quarters since.
38 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

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