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
Q3 		$605K Buy
14,009
+2,258
+19% +$96.6K ﹤0.01% 4947
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

Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Caliber Wealth Management (Kansas)
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.02B AUM 17.76% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

LPL Financial's UMAR Position: Q3 2026 in Review

LPL Financial increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 19% in Q3 2026, buying an estimated $96.6K and bringing the position to 14,009 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #4947.

LPL Financial first reported a position in UMAR in Q1 2024 and has held it in 11 quarters since. The position peaked at $610K in Q3 2025. 51 funds tracked by Wall St. Rank hold UMAR as of Q3 2026.

  • LPL Financial held 14,009 shares of Innovator US Equity Ultra Buffer ETF March worth $605K as of Q3 2026.
  • LPL Financial bought 2,258 Innovator US Equity Ultra Buffer ETF March shares in Q3 2026, an estimated $96.6K.
  • Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4947 holding.
  • LPL Financial first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 11 quarters since.
  • LPL Financial's Innovator US Equity Ultra Buffer ETF March position peaked at $610K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.