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

IMG 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 Q2	$1.03M	Buy	24,477 +3,167	+15%	+$132K	0.58%	29
2026 Q1	$847K	Buy	21,310 +250	+1%	+$10K	0.54%	31
2025 Q4	$841K	Buy	21,060 +2,539	+14%	+$100K	0.53%	27
2025 Q3	$723K	Hold	18,521	–	–	0.49%	28
2025 Q2	$697K	Buy	18,521 +347	+2%	+$12.5K	0.54%	27
2025 Q1	$646K	Buy	18,174 +3,744	+26%	+$135K	0.58%	27
2024 Q4	$515K	Buy	+14,430	New	+$511K	0.48%	28

Other funds holding UMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

CWMK

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

MOS

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

IMG Wealth Management's UMAR Position: Q2 2026 in Review

IMG Wealth Management increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 15% in Q2 2026, buying an estimated $132K and bringing the position to 24,477 shares worth $1.03M. The position accounts for 0.58% of the portfolio, ranked #29.

IMG Wealth Management first reported a position in UMAR in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

IMG Wealth Management held 24,477 shares of Innovator US Equity Ultra Buffer ETF March worth $1.03M as of Q2 2026.
IMG Wealth Management bought 3,167 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $132K.
Innovator US Equity Ultra Buffer ETF March made up 0.58% of IMG Wealth Management's portfolio in Q2 2026, its #29 holding.
IMG Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.