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 Q2	$496K	Buy	11,751 +161	+1%	+$6.7K	﹤0.01%	5029
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

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

LPL Financial's UMAR Position: Q2 2026 in Review

LPL Financial increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 1.4% in Q2 2026, buying an estimated $6.7K and bringing the position to 11,751 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #5029.

LPL Financial first reported a position in UMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $610K in Q3 2025. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

LPL Financial held 11,751 shares of Innovator US Equity Ultra Buffer ETF March worth $496K as of Q2 2026.
LPL Financial bought 161 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $6.7K.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5029 holding.
LPL Financial first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
LPL Financial's Innovator US Equity Ultra Buffer ETF March position peaked at $610K in Q3 2025.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.