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Foundations Investment Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Foundations Investment 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 		$885K Buy
22,268
+203
+0.9% +$8.15K 0.01% 552
2025
Q4 		$881K Buy
22,065
+6,767
+44% +$266K 0.01% 546
2025
Q3 		$597K Buy
15,298
+9,765
+176% +$374K 0.01% 612
2025
Q2 		$208K Buy
+5,533
New +$200K ﹤0.01% 874
2024
Q1 		– Sell
-8,264
Closed -$263K – 758
2023
Q4 		$263K Sell
8,264
-6,639
-45% -$203K 0.01% 583
2023
Q3 		$445K Buy
+14,903
New +$449K 0.01% 417

Other funds holding UMAR

LF
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
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 $366M AUM 16.87% 1-Year Est. Return