Envestnet Asset Management
UMAR icon

Envestnet Asset Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Envestnet Asset Management’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 		$1.46M Sell
34,451
-3,714
-10% -$154K ﹤0.01% 3378
2026
Q1 		$1.52M Buy
38,165
+18,166
+91% +$730K ﹤0.01% 3196
2025
Q4 		$799K Sell
19,999
-1,800
-8% -$70.9K ﹤0.01% 3395
2025
Q3 		$850K Sell
21,799
-9,301
-30% -$356K ﹤0.01% 3424
2025
Q2 		$1.17M Sell
31,100
-3,358
-10% -$121K ﹤0.01% 3185
2025
Q1 		$1.22M Buy
34,458
+17,184
+99% +$620K ﹤0.01% 3068
2024
Q4 		$617K Sell
17,274
-913
-5% -$32.3K ﹤0.01% 3464
2024
Q3 		$634K Sell
18,187
-8,262
-31% -$281K ﹤0.01% 3399
2024
Q2 		$891K Hold
26,449
– – ﹤0.01% 3103
2024
Q1 		$864K Buy
26,449
+13,658
+107% +$437K ﹤0.01% 3123
2023
Q4 		$404K Sell
12,791
-616
-5% -$18.8K ﹤0.01% 3440
2023
Q3 		$400K Sell
13,407
-1,884
-12% -$56.8K ﹤0.01% 3367
2023
Q2 		$460K Sell
15,291
-13,210
-46% -$385K ﹤0.01% 3262
2023
Q1 		$819K Buy
28,501
+15,979
+128% +$451K ﹤0.01% 2814
2022
Q4 		$353K Sell
12,522
-28,845
-70% -$815K ﹤0.01% 3322
2022
Q3 		$1.15M Buy
41,367
+31,738
+330% +$911K ﹤0.01% 2466
2022
Q2 		$270K Buy
+9,629
New +$280K ﹤0.01% 3419

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

Envestnet Asset Management's UMAR Position: Q2 2026 in Review

Envestnet Asset Management reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 9.7% in Q2 2026, selling an estimated $154K and leaving 34,451 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3378.

Envestnet Asset Management first reported a position in UMAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.52M in Q1 2026. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • Envestnet Asset Management held 34,451 shares of Innovator US Equity Ultra Buffer ETF March worth $1.46M as of Q2 2026.
  • Envestnet Asset Management sold 3,714 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $154K.
  • Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3378 holding.
  • Envestnet Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2022 and has held it in 17 quarters since.
  • Envestnet Asset Management's Innovator US Equity Ultra Buffer ETF March position peaked at $1.52M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.