Fiduciary Financial Group’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Fiduciary Financial Group’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	$962K	Hold	22,775	–	–	0.11%	119
2026 Q1	$905K	Sell	22,775 -930	-4%	-$37.4K	0.12%	115
2025 Q4	$947K	Hold	23,705	–	–	0.13%	107
2025 Q3	$925K	Hold	23,705	–	–	0.15%	96
2025 Q2	$891K	Hold	23,705	–	–	0.16%	88
2025 Q1	$823K	Sell	23,705 -4,225	-15%	-$152K	0.18%	79
2024 Q4	$995K	Hold	27,930	–	–	0.22%	71
2024 Q3	$974K	Hold	27,930	–	–	0.22%	66
2024 Q2	$958K	Buy	+27,930	New	+$915K	0.23%	61

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

Fiduciary Financial Group's UMAR Position: Q2 2026 in Review

Fiduciary Financial Group held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 22,775 shares worth $962K. The position accounts for 0.11% of the portfolio, ranked #119.

Fiduciary Financial Group first reported a position in UMAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $995K in Q4 2024. 38 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Fiduciary Financial Group held 22,775 shares of Innovator US Equity Ultra Buffer ETF March worth $962K as of Q2 2026.
Fiduciary Financial Group left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF March made up 0.11% of Fiduciary Financial Group's portfolio in Q2 2026, its #119 holding.
Fiduciary Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
Fiduciary Financial Group's Innovator US Equity Ultra Buffer ETF March position peaked at $995K in Q4 2024.
38 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.