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

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

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

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

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

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

Raymond James Financial

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

Commonwealth Equity Services

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

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