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

IHT 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
2025
Q3 		– Sell
-83,230
Closed -$3.13M – 1229
2025
Q2 		$3.13M Sell
83,230
-19,469
-19% -$703K 0.09% 228
2025
Q1 		$3.68M Buy
+102,699
New +$3.7M 0.11% 179

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 $68.3B AUM 20.5% 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

IHT Wealth Management's UMAR Position: Q3 2025 in Review

IHT Wealth Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2025, closing a stake of 83,230 shares — an estimated $3.13M sold.

IHT Wealth Management first reported a position in UMAR in Q1 2025 and held it in 2 quarters. The position peaked at $3.68M in Q1 2025. 69 funds tracked by Wall St. Rank hold UMAR as of Q3 2025.

  • IHT Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 83,230 Innovator US Equity Ultra Buffer ETF March shares in Q3 2025, an estimated $3.13M.
  • IHT Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and held it in 2 quarters.
  • IHT Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $3.68M in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.