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

Financial Network Wealth 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 Q1	$125K	Hold	3,146	–	–	0.13%	136
2025 Q4	$126K	Hold	3,146	–	–	0.13%	137
2025 Q3	$123K	Sell	3,146 -269	-8%	-$10.3K	0.13%	138
2025 Q2	$128K	Hold	3,415	–	–	0.16%	128
2025 Q1	$121K	Buy	3,415 +426	+14%	+$15.4K	0.16%	121
2024 Q4	$107K	Sell	2,989 -526	-15%	-$18.6K	0.2%	96
2024 Q3	$123K	Buy	3,515 +269	+8%	+$9.16K	0.1%	167
2024 Q2	$109K	Buy	+3,246	New	+$106K	0.08%	202

Other funds holding UMAR

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $914M AUM 21.56% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Financial Network Wealth Advisors's UMAR Position: Q1 2026 in Review

Financial Network Wealth Advisors held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q1 2026 at 3,146 shares worth $125K. The position accounts for 0.13% of the portfolio, ranked #136.

Financial Network Wealth Advisors first reported a position in UMAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $128K in Q2 2025. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

Financial Network Wealth Advisors held 3,146 shares of Innovator US Equity Ultra Buffer ETF March worth $125K as of Q1 2026.
Financial Network Wealth Advisors left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF March made up 0.13% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #136 holding.
Financial Network Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $128K in Q2 2025.
82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.