Golden Reserve Retirement’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Golden Reserve Retirement’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	$249K	Hold	5,900	–	–	0.04%	109
2026 Q1	$234K	Hold	5,900	–	–	0.05%	94
2025 Q4	$236K	Hold	5,900	–	–	0.04%	110
2025 Q3	$230K	Hold	5,900	–	–	0.06%	17
2025 Q2	$222K	Hold	5,900	–	–	0.07%	17
2025 Q1	$210K	Buy	+5,900	New	+$213K	0.08%	17

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CVA

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

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Golden Reserve Retirement's UMAR Position: Q2 2026 in Review

Golden Reserve Retirement held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 5,900 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #109.

Golden Reserve Retirement first reported a position in UMAR in Q1 2025 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Golden Reserve Retirement held 5,900 shares of Innovator US Equity Ultra Buffer ETF March worth $249K as of Q2 2026.
Golden Reserve Retirement left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF March made up 0.04% of Golden Reserve Retirement's portfolio in Q2 2026, its #109 holding.
Golden Reserve Retirement first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
57 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.