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MAI Capital Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

MAI Capital Management’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 		– Sell
-1,910
Closed -$75.9K – 4572
2026
Q1 		$75.9K Buy
+1,910
New +$76.7K ﹤0.01% 1979

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LF
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAI Capital Management's UMAR Position: Q2 2026 in Review

MAI Capital Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2026, closing a stake of 1,910 shares — an estimated $75.9K sold.

MAI Capital Management first reported a position in UMAR in Q1 2026 and held it in 1 quarter. The position peaked at $75.9K in Q1 2026. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • MAI Capital Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,910 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $75.9K.
  • MAI Capital Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's Innovator US Equity Ultra Buffer ETF March position peaked at $75.9K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.