LPL Financial
UMAR icon

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

LPL 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
Q1 		$461K Sell
11,590
-315
-3% -$12.7K ﹤0.01% 4835
2025
Q4 		$476K Sell
11,905
-3,740
-24% -$147K ﹤0.01% 4759
2025
Q3 		$610K Buy
15,645
+126
+0.8% +$4.83K ﹤0.01% 4462
2025
Q2 		$584K Buy
15,519
+5,096
+49% +$184K ﹤0.01% 4252
2025
Q1 		$371K Buy
10,423
+2,089
+25% +$75.3K ﹤0.01% 4425
2024
Q4 		$297K Hold
8,334
– – ﹤0.01% 4534
2024
Q3 		$291K Hold
8,334
– – ﹤0.01% 4457
2024
Q2 		$281K Buy
8,334
+1,691
+25% +$55.4K ﹤0.01% 4329
2024
Q1 		$217K Buy
+6,643
New +$213K ﹤0.01% 4451

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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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Osaic Holdings
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CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return