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

HighTower 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
2025 Q2	–	Sell	-73,185	Closed	-$2.6M	–	3989
2025 Q1	$2.6M	Buy	+73,185	New	+$2.64M	﹤0.01%	1380
2024 Q1	–	Sell	-8,852	Closed	-$279K	–	4022
2023 Q4	$279K	Sell	8,852 -177,220	-95%	-$5.42M	﹤0.01%	2764
2023 Q3	$5.56M	Sell	186,072 -257,216	-58%	-$7.76M	0.01%	883
2023 Q2	$13.3M	Buy	443,288 +2,247	+0.5%	+$65.5K	0.03%	555
2023 Q1	$12.7M	Sell	441,041 -1,254	-0.3%	-$35.4K	0.03%	541
2022 Q4	$12.5M	Buy	+442,295	New	+$12.5M	0.03%	538
2021 Q1	–	Sell	-7,764	Closed	-$216K	–	3276
2020 Q4	$216K	Hold	7,764	–	–	﹤0.01%	2148
2020 Q3	$210K	Hold	7,764	–	–	﹤0.01%	2060
2020 Q2	$205K	Buy	+7,764	New	+$202K	﹤0.01%	1985

Other funds holding UMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $753M AUM

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

HighTower Advisors's UMAR Position: Q2 2025 in Review

HighTower Advisors sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2025, closing a stake of 73,185 shares — an estimated $2.6M sold.

HighTower Advisors first reported a position in UMAR in Q2 2020 and held it in 9 quarters. The position peaked at $13.3M in Q2 2023. 72 funds tracked by Wall St. Rank hold UMAR as of Q2 2025.

HighTower Advisors reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2025 after selling out during the quarter.
HighTower Advisors sold 73,185 Innovator US Equity Ultra Buffer ETF March shares in Q2 2025, an estimated $2.6M.
HighTower Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2020 and held it in 9 quarters.
HighTower Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $13.3M in Q2 2023.
72 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.