Hiley Hunt Wealth Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Hiley Hunt Wealth Management’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 Q1	–	Sell	-5,066	Closed	-$202K	–	51
2025 Q4	$202K	Sell	5,066 -1,000	-16%	-$39.4K	0.09%	49
2025 Q3	$237K	Sell	6,066 -2,538	-29%	-$97.2K	0.11%	41
2025 Q2	$323K	Hold	8,604	–	–	0.16%	36
2025 Q1	$306K	Buy	+8,604	New	+$310K	0.17%	36

Other funds holding UMAR

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

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

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

KAS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

CVA

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

Hiley Hunt Wealth Management's UMAR Position: Q1 2026 in Review

Hiley Hunt Wealth Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2026, closing a stake of 5,066 shares — an estimated $202K sold.

Hiley Hunt Wealth Management first reported a position in UMAR in Q1 2025 and held it in 4 quarters. The position peaked at $323K in Q2 2025. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

Hiley Hunt Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Hiley Hunt Wealth Management sold 5,066 Innovator US Equity Ultra Buffer ETF March shares in Q1 2026, an estimated $202K.
Hiley Hunt Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and held it in 4 quarters.
Hiley Hunt Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $323K in Q2 2025.
82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Hiley Hunt Wealth Management's 13F filing for Q1 2026, filed 6 Apr 2026.