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Gries Financial’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Gries Financial’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
Q3 		$644K Hold
16,500
– – 0.1% 161
2025
Q2 		$621K Buy
+16,500
New +$595K 0.11% 151

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Gries Financial's UMAR Position: Q3 2025 in Review

Gries Financial held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q3 2025 at 16,500 shares worth $644K. The position accounts for 0.1% of the portfolio, ranked #161.

Gries Financial first reported a position in UMAR in Q2 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold UMAR as of Q3 2025.

  • Gries Financial held 16,500 shares of Innovator US Equity Ultra Buffer ETF March worth $644K as of Q3 2025.
  • Gries Financial left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q3 2025.
  • Innovator US Equity Ultra Buffer ETF March made up 0.1% of Gries Financial's portfolio in Q3 2025, its #161 holding.
  • Gries Financial first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2025 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.