LF
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Lantz Financial’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Lantz Financial’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 		$8.56M Sell
202,575
-2,872
-1% -$119K 1.57% 13
2026
Q1 		$8.16M Buy
205,447
+11,512
+6% +$462K 1.69% 11
2025
Q4 		$7.75M Sell
193,935
-1,229
-0.6% -$48.4K 1.63% 13
2025
Q3 		$7.61M Sell
195,164
-818
-0.4% -$31.3K 1.68% 12
2025
Q2 		$7.37M Buy
195,982
+188,436
+2,497% +$6.8M 1.84% 9
2025
Q1 		$268K Buy
+7,546
New +$272K 0.07% 183

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
RWM
Riverchase Wealth Management Flower Mound, Texas $215M AUM 14.84% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Lantz Financial's UMAR Position: Q2 2026 in Review

Lantz Financial reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 1.4% in Q2 2026, selling an estimated $119K and leaving 202,575 shares worth $8.56M. The position accounts for 1.57% of the portfolio, ranked #13.

Lantz Financial first reported a position in UMAR in Q1 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • Lantz Financial held 202,575 shares of Innovator US Equity Ultra Buffer ETF March worth $8.56M as of Q2 2026.
  • Lantz Financial sold 2,872 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $119K.
  • Innovator US Equity Ultra Buffer ETF March made up 1.57% of Lantz Financial's portfolio in Q2 2026, its #13 holding.
  • Lantz Financial first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.