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

KFG 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 Q3	$8.21M	Sell	190,338 -5,221	-3%	-$223K	0.89%	20
2026 Q2	$8.26M	Buy	195,559 +3,224	+2%	+$134K	0.93%	19
2026 Q1	$7.64M	Buy	192,335 +63,541	+49%	+$2.55M	0.99%	19
2025 Q4	$5.15M	Sell	128,794 -17,907	-12%	-$705K	0.69%	25
2025 Q3	$5.72M	Sell	146,701 -2,627	-2%	-$101K	0.83%	19
2025 Q2	$5.62M	Buy	149,328 +18,450	+14%	+$666K	0.9%	22
2025 Q1	$4.65M	Buy	130,878 +59,725	+84%	+$2.15M	0.85%	25
2024 Q4	$2.54M	Sell	71,153 -9,323	-12%	-$330K	0.47%	39
2024 Q3	$2.81M	Sell	80,476 -8,343	-9%	-$284K	0.61%	37
2024 Q2	$2.99M	Sell	88,819 -1,729	-2%	-$56.6K	1.19%	22
2024 Q1	$2.96M	Buy	90,548 +61,184	+208%	+$1.96M	1.22%	22
2023 Q4	$928K	Sell	29,364 -10,329	-26%	-$316K	0.42%	43
2023 Q3	$1.18M	Sell	39,693 -2,108	-5%	-$63.6K	0.64%	35
2023 Q2	$1.26M	Sell	41,801 -210	-0.5%	-$6.12K	0.73%	26
2023 Q1	$1.21M	Buy	42,011 +10,249	+32%	+$289K	0.84%	23
2022 Q4	$894K	Buy	+31,762	New	+$897K	0.92%	23

Other funds holding UMAR

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.02B AUM 17.76% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

KFG Wealth Management's UMAR Position: Q3 2026 in Review

KFG Wealth Management reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 2.7% in Q3 2026, selling an estimated $223K and leaving 190,338 shares worth $8.21M. The position accounts for 0.89% of the portfolio, ranked #20.

KFG Wealth Management first reported a position in UMAR in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.26M in Q2 2026. 76 funds tracked by Wall St. Rank hold UMAR as of Q3 2026.

KFG Wealth Management held 190,338 shares of Innovator US Equity Ultra Buffer ETF March worth $8.21M as of Q3 2026.
KFG Wealth Management sold 5,221 Innovator US Equity Ultra Buffer ETF March shares in Q3 2026, an estimated $223K.
Innovator US Equity Ultra Buffer ETF March made up 0.89% of KFG Wealth Management's portfolio in Q3 2026, its #20 holding.
KFG Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2022 and has held it in 16 quarters since.
KFG Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $8.26M in Q2 2026.
76 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.