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

Farther Finance 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	$91.2K	Sell	2,158 -5,000	-70%	-$208K	﹤0.01%	2782
2026 Q1	$285K	Buy	7,158 +4,992	+230%	+$201K	﹤0.01%	1764
2025 Q4	$86.5K	Hold	2,166	–	–	﹤0.01%	2437
2025 Q3	$84.5K	Hold	2,166	–	–	﹤0.01%	2132
2025 Q2	$81.5K	Buy	+2,166	New	+$78.2K	﹤0.01%	1864

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Farther Finance Advisors's UMAR Position: Q2 2026 in Review

Farther Finance Advisors reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 70% in Q2 2026, selling an estimated $208K and leaving 2,158 shares worth $91.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Farther Finance Advisors first reported a position in UMAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $285K in Q1 2026. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Farther Finance Advisors held 2,158 shares of Innovator US Equity Ultra Buffer ETF March worth $91.2K as of Q2 2026.
Farther Finance Advisors sold 5,000 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $208K.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2782 holding.
Farther Finance Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $285K in Q1 2026.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.