Larson Financial Group’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Larson Financial Group’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	$7.39K	Hold	175	–	–	﹤0.01%	2578
2026 Q1	$6.96K	Hold	175	–	–	﹤0.01%	2437
2025 Q4	$6.99K	Hold	175	–	–	﹤0.01%	2317
2025 Q3	$6.83K	Hold	175	–	–	﹤0.01%	2220
2025 Q2	$6.58K	Sell	175 -34	-16%	-$1.23K	﹤0.01%	1977
2025 Q1	$7.43K	Hold	209	–	–	﹤0.01%	1750
2024 Q4	$7.46K	Sell	209 -31	-13%	-$1.1K	﹤0.01%	1574
2024 Q3	$8.37K	Hold	240	–	–	﹤0.01%	1548
2024 Q2	$8.08K	Hold	240	–	–	﹤0.01%	1324
2024 Q1	$7.84K	Hold	240	–	–	﹤0.01%	1105
2023 Q4	$7.58K	Hold	240	–	–	﹤0.01%	1088
2023 Q3	$7.16K	Hold	240	–	–	﹤0.01%	1087
2023 Q2	$7.21K	Hold	240	–	–	﹤0.01%	1019
2023 Q1	$6.89K	Buy	240 +75	+45%	+$2.12K	﹤0.01%	1018
2022 Q4	$4.65K	Buy	+165	New	+$4.66K	﹤0.01%	1049

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

Larson Financial Group's UMAR Position: Q2 2026 in Review

Larson Financial Group held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 175 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2578.

Larson Financial Group first reported a position in UMAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.37K in Q3 2024. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Larson Financial Group held 175 shares of Innovator US Equity Ultra Buffer ETF March worth $7.39K as of Q2 2026.
Larson Financial Group left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2578 holding.
Larson Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2022 and has held it in 15 quarters since.
Larson Financial Group's Innovator US Equity Ultra Buffer ETF March position peaked at $8.37K in Q3 2024.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

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