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M Holdings Securities’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

M Holdings Securities’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
2025
Q3 		– Sell
-14,277
Closed -$537K – 187
2025
Q2 		$537K Hold
14,277
– – 0.09% 124
2025
Q1 		$508K Buy
+14,277
New +$515K 0.08% 125

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

M Holdings Securities's UMAR Position: Q3 2025 in Review

M Holdings Securities sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2025, closing a stake of 14,277 shares — an estimated $537K sold.

M Holdings Securities first reported a position in UMAR in Q1 2025 and held it in 2 quarters. The position peaked at $537K in Q2 2025. 69 funds tracked by Wall St. Rank hold UMAR as of Q3 2025.

  • M Holdings Securities reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • M Holdings Securities sold 14,277 Innovator US Equity Ultra Buffer ETF March shares in Q3 2025, an estimated $537K.
  • M Holdings Securities first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and held it in 2 quarters.
  • M Holdings Securities's Innovator US Equity Ultra Buffer ETF March position peaked at $537K in Q2 2025.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.