Impact Partnership Wealth’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Impact Partnership Wealth’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	24,329 +1,858	+8%	+$77.3K	0.1%	135
2026 Q1	$893K	Sell	22,471 -564	-2%	-$22.7K	0.11%	132
2025 Q4	$920K	Sell	23,035 -593	-3%	-$23.3K	0.12%	119
2025 Q3	$922K	Sell	23,628 -14,845	-39%	-$569K	0.14%	100
2025 Q2	$1.45M	Buy	38,473 +3,096	+9%	+$112K	0.27%	36
2025 Q1	$1.26M	Sell	35,377 -8,179	-19%	-$295K	0.27%	38
2024 Q4	$1.55M	Buy	+43,556	New	+$1.54M	0.31%	34

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

Impact Partnership Wealth's UMAR Position: Q2 2026 in Review

Impact Partnership Wealth increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 8.3% in Q2 2026, buying an estimated $77.3K and bringing the position to 24,329 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #135.

Impact Partnership Wealth first reported a position in UMAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2024. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Impact Partnership Wealth held 24,329 shares of Innovator US Equity Ultra Buffer ETF March worth $1.03M as of Q2 2026.
Impact Partnership Wealth bought 1,858 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $77.3K.
Innovator US Equity Ultra Buffer ETF March made up 0.1% of Impact Partnership Wealth's portfolio in Q2 2026, its #135 holding.
Impact Partnership Wealth first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
Impact Partnership Wealth's Innovator US Equity Ultra Buffer ETF March position peaked at $1.55M in Q4 2024.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.