Kestra Advisory Services’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History
Bought
Maintained
Sold
Other funds holding UMAR
CVA
Kestra Advisory Services's UMAR Position: Q3 2026 in Review
Kestra Advisory Services reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 4.9% in Q3 2026, selling an estimated $232K and leaving 104,921 shares worth $4.53M. The position accounts for 0.01% of the portfolio, ranked #960.
Kestra Advisory Services first reported a position in UMAR in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.17M in Q1 2026. 45 funds tracked by Wall St. Rank hold UMAR as of Q3 2026.
- Kestra Advisory Services held 104,921 shares of Innovator US Equity Ultra Buffer ETF March worth $4.53M as of Q3 2026.
- Kestra Advisory Services sold 5,424 Innovator US Equity Ultra Buffer ETF March shares in Q3 2026, an estimated $232K.
- Innovator US Equity Ultra Buffer ETF March made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #960 holding.
- Kestra Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 11 quarters since.
- Kestra Advisory Services's Innovator US Equity Ultra Buffer ETF March position peaked at $5.17M in Q1 2026.
- 45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2026.
Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.