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LaSalle St. Investment Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

LaSalle St. Investment Advisors’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 		$214K Sell
5,379
-149
-3% -$5.99K 0.03% 381
2025
Q4 		$220K Hold
5,528
– – 0.04% 339
2025
Q3 		$215K Sell
5,528
-22
-0.4% -$843 0.04% 329
2025
Q2 		$208K Buy
+5,550
New +$200K 0.06% 311

Other funds holding UMAR

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
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $390M AUM 20.62% 1-Year Est. Return

LaSalle St. Investment Advisors's UMAR Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 2.7% in Q1 2026, selling an estimated $5.99K and leaving 5,379 shares worth $214K. The position accounts for 0.03% of the portfolio, ranked #381.

LaSalle St. Investment Advisors first reported a position in UMAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $220K in Q4 2025. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

  • LaSalle St. Investment Advisors held 5,379 shares of Innovator US Equity Ultra Buffer ETF March worth $214K as of Q1 2026.
  • LaSalle St. Investment Advisors sold 149 Innovator US Equity Ultra Buffer ETF March shares in Q1 2026, an estimated $5.99K.
  • Innovator US Equity Ultra Buffer ETF March made up 0.03% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #381 holding.
  • LaSalle St. Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2025 and has held it in 4 quarters since.
  • LaSalle St. Investment Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $220K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.