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 Q2	$1.01M	Buy	23,833 +1,565	+7%	+$65.1K	0.01%	572
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

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

Foundations Investment Advisors's UMAR Position: Q2 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 7% in Q2 2026, buying an estimated $65.1K and bringing the position to 23,833 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #572.

Foundations Investment Advisors first reported a position in UMAR in Q3 2023 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Foundations Investment Advisors held 23,833 shares of Innovator US Equity Ultra Buffer ETF March worth $1.01M as of Q2 2026.
Foundations Investment Advisors bought 1,565 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $65.1K.
Innovator US Equity Ultra Buffer ETF March made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #572 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q3 2023 and has held it in 7 quarters since.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.