Madison Wealth Partners’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Madison Wealth Partners’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	$363K	Buy	+8,596	New	+$357K	0.05%	190
2022 Q2	–	Sell	-7,001	Closed	-$211K	–	89
2022 Q1	$211K	Hold	7,001	–	–	0.12%	76
2021 Q4	$209K	Sell	7,001 -339	-5%	-$10K	0.11%	73
2021 Q3	$214K	Hold	7,340	–	–	0.12%	68
2021 Q2	$214K	Buy	+7,340	New	+$212K	0.12%	68

Other funds holding UMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $855M AUM

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

Madison Wealth Partners's UMAR Position: Q2 2026 in Review

Madison Wealth Partners opened a new position in Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2026: 8,596 shares worth $363K. The stake represents 0.05% of the portfolio and ranks #190 among its holdings. This is a return to the name: Madison Wealth Partners previously reported a position in UMAR as recently as Q1 2022.

Madison Wealth Partners first reported a position in UMAR in Q2 2021 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Madison Wealth Partners held 8,596 shares of Innovator US Equity Ultra Buffer ETF March worth $363K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF March was a new Madison Wealth Partners position in Q2 2026.
Innovator US Equity Ultra Buffer ETF March made up 0.05% of Madison Wealth Partners's portfolio in Q2 2026, its #190 holding.
Madison Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2021 and has held it in 5 quarters since.
87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.