Focus Partners Wealth
UMAR icon

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
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

LF
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
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 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
KAS
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Focus Partners Wealth's UMAR Position: Q1 2026 in Review

Focus Partners Wealth held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q1 2026 at 11,578 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Focus Partners Wealth first reported a position in UMAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $469K in Q1 2025. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

  • Focus Partners Wealth held 11,578 shares of Innovator US Equity Ultra Buffer ETF March worth $460K as of Q1 2026.
  • Focus Partners Wealth left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1981 holding.
  • Focus Partners Wealth first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and has held it in 5 quarters since.
  • Focus Partners Wealth's Innovator US Equity Ultra Buffer ETF March position peaked at $469K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.