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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
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

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KWM
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MOS
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PCA
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CWMK
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KAS
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Raymond James Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return