KAS
UMAR icon

Kestra Advisory Services’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Kestra Advisory Services’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 		$4.66M Sell
110,345
-19,704
-15% -$819K 0.02% 888
2026
Q1 		$5.17M Buy
130,049
+52,875
+69% +$2.12M 0.02% 769
2025
Q4 		$3.08M Sell
77,174
-296
-0.4% -$11.7K 0.01% 977
2025
Q3 		$3.02M Sell
77,470
-2,098
-3% -$80.4K 0.01% 940
2025
Q2 		$2.99M Sell
79,568
-322
-0.4% -$11.6K 0.01% 873
2025
Q1 		$2.84M Buy
79,890
+63,577
+390% +$2.29M 0.01% 823
2024
Q4 		$582K Buy
16,313
+1,462
+10% +$51.8K ﹤0.01% 1775
2024
Q3 		$518K Sell
14,851
-1,518
-9% -$51.7K ﹤0.01% 1744
2024
Q2 		$551K Hold
16,369
– – ﹤0.01% 1712
2024
Q1 		$535K Buy
+16,369
New +$524K ﹤0.01% 1615

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LF
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Kestra Advisory Services's UMAR Position: Q2 2026 in Review

Kestra Advisory Services reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 15% in Q2 2026, selling an estimated $819K and leaving 110,345 shares worth $4.66M. The position accounts for 0.02% of the portfolio, ranked #888.

Kestra Advisory Services first reported a position in UMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.17M in Q1 2026. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • Kestra Advisory Services held 110,345 shares of Innovator US Equity Ultra Buffer ETF March worth $4.66M as of Q2 2026.
  • Kestra Advisory Services sold 19,704 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $819K.
  • Innovator US Equity Ultra Buffer ETF March made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #888 holding.
  • Kestra Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
  • Kestra Advisory Services's Innovator US Equity Ultra Buffer ETF March position peaked at $5.17M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.