Focus Partners Wealth’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Focus Partners Wealth’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	$487K	Sell	11,528 -50	-0.4%	-$2.08K	﹤0.01%	1976
2026 Q1	$460K	Hold	11,578	–	–	﹤0.01%	1981
2025 Q4	$463K	Hold	11,578	–	–	﹤0.01%	1987
2025 Q3	$452K	Hold	11,578	–	–	﹤0.01%	1653
2025 Q2	$435K	Sell	11,578 -1,620	-12%	-$58.5K	﹤0.01%	1516
2025 Q1	$469K	Buy	+13,198	New	+$476K	﹤0.01%	1373

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

Focus Partners Wealth's UMAR Position: Q2 2026 in Review

Focus Partners Wealth reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 0.43% in Q2 2026, selling an estimated $2.08K and leaving 11,528 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Focus Partners Wealth first reported a position in UMAR in Q1 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Focus Partners Wealth held 11,528 shares of Innovator US Equity Ultra Buffer ETF March worth $487K as of Q2 2026.
Focus Partners Wealth sold 50 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $2.08K.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1976 holding.
Focus Partners Wealth first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.