Jeff Yass’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Jeff Yass’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	$1.83M	Buy	43,397 +27,070	+166%	+$1.13M	﹤0.01%	6688
2026 Q1	$649K	Sell	16,327 -28,703	-64%	-$1.15M	﹤0.01%	9000
2025 Q4	$1.8M	Sell	45,030 -2,895	-6%	-$114K	﹤0.01%	5866
2025 Q3	$1.87M	Buy	47,925 +29,907	+166%	+$1.15M	﹤0.01%	5937
2025 Q2	$678K	Sell	18,018 -7,667	-30%	-$277K	﹤0.01%	8450
2025 Q1	$913K	Buy	25,685 +5,693	+28%	+$205K	﹤0.01%	7478
2024 Q4	$714K	Buy	19,992 +1,590	+9%	+$56.3K	﹤0.01%	7779
2024 Q3	$642K	Sell	18,402 -3,150	-15%	-$107K	﹤0.01%	7871
2024 Q2	$726K	Buy	21,552 +4,092	+23%	+$134K	﹤0.01%	7331
2024 Q1	$570K	Sell	17,460 -6,332	-27%	-$203K	﹤0.01%	8200
2023 Q4	$752K	Buy	23,792 +14,395	+153%	+$440K	﹤0.01%	7688
2023 Q3	$280K	Sell	9,397 -3,782	-29%	-$114K	﹤0.01%	9500
2023 Q2	$396K	Sell	13,179 -13,024	-50%	-$380K	﹤0.01%	8858
2023 Q1	$753K	Buy	26,203 +13,967	+114%	+$394K	﹤0.01%	7544
2022 Q4	$345K	Sell	12,236 -7,156	-37%	-$202K	﹤0.01%	8760
2022 Q3	$537K	Sell	19,392 -6,443	-25%	-$185K	﹤0.01%	8293
2022 Q2	$725K	Buy	+25,835	New	+$751K	﹤0.01%	7333
2022 Q1	–	Sell	-8,112	Closed	-$242K	–	14017
2021 Q4	$242K	Buy	+8,112	New	+$240K	﹤0.01%	11022
2021 Q2	–	Sell	-29,984	Closed	-$854K	–	13288
2021 Q1	$854K	Sell	29,984 -8,828	-23%	-$247K	﹤0.01%	8136
2020 Q4	$1.08M	Buy	+38,812	New	+$1.06M	﹤0.01%	6552
2020 Q3	–	Sell	-16,468	Closed	-$435K	–	11182
2020 Q2	$435K	Buy	+16,468	New	+$427K	﹤0.01%	7658

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

Jeff Yass's UMAR Position: Q2 2026 in Review

Jeff Yass increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 166% in Q2 2026, buying an estimated $1.13M and bringing the position to 43,397 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #6688.

Jeff Yass first reported a position in UMAR in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.87M in Q3 2025. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Jeff Yass held 43,397 shares of Innovator US Equity Ultra Buffer ETF March worth $1.83M as of Q2 2026.
Jeff Yass bought 27,070 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $1.13M.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6688 holding.
Jeff Yass first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2020 and has held it in 21 quarters since.
Jeff Yass's Innovator US Equity Ultra Buffer ETF March position peaked at $1.87M in Q3 2025.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.