Garden State Investment Advisory Services’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Garden State Investment Advisory Services’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
2025 Q4	–	Sell	-9,100	Closed	-$355K	–	355
2025 Q3	$355K	Hold	9,100	–	–	0.08%	206
2025 Q2	$342K	Buy	+9,100	New	+$328K	0.09%	204

Other funds holding UMAR

Lantz Financial Naperville, Illinois $546M AUM 23.57% 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

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

KAS

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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Garden State Investment Advisory Services's UMAR Position: Q4 2025 in Review

Garden State Investment Advisory Services sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q4 2025, closing a stake of 9,100 shares — an estimated $355K sold.

Garden State Investment Advisory Services first reported a position in UMAR in Q2 2025 and held it in 2 quarters. The position peaked at $355K in Q3 2025. 71 funds tracked by Wall St. Rank hold UMAR as of Q4 2025.

Garden State Investment Advisory Services reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Garden State Investment Advisory Services sold 9,100 Innovator US Equity Ultra Buffer ETF March shares in Q4 2025, an estimated $355K.
Garden State Investment Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2025 and held it in 2 quarters.
Garden State Investment Advisory Services's Innovator US Equity Ultra Buffer ETF March position peaked at $355K in Q3 2025.
71 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q4 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q4 2025, filed 17 Feb 2026.