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

HRT 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
Q4 		– Sell
-6,968
Closed -$271K – 4078
2025
Q3 		$271K Buy
+6,968
New +$267K ﹤0.01% 2234
2024
Q3 		– Sell
-8,488
Closed -$285K – 3162
2024
Q2 		$285K Buy
+8,488
New +$278K ﹤0.01% 1522
2020
Q3 		– Sell
-12,318
Closed -$325K – 2380
2020
Q2 		$325K Buy
+12,318
New +$320K 0.01% 954

Other funds holding UMAR

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HRT Financial's UMAR Position: Q4 2025 in Review

HRT Financial sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q4 2025, closing a stake of 6,968 shares — an estimated $271K sold.

HRT Financial first reported a position in UMAR in Q2 2020 and held it in 3 quarters. The position peaked at $325K in Q2 2020. 71 funds tracked by Wall St. Rank hold UMAR as of Q4 2025.

  • HRT Financial reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • HRT Financial sold 6,968 Innovator US Equity Ultra Buffer ETF March shares in Q4 2025, an estimated $271K.
  • HRT Financial first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2020 and held it in 3 quarters.
  • HRT Financial's Innovator US Equity Ultra Buffer ETF March position peaked at $325K in Q2 2020.
  • 71 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q4 2025.

Based on HRT Financial's 13F filing for Q4 2025, filed 12 Feb 2026.