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

MBL Wealth’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	$1.28M	Sell	30,365 -500	-2%	-$20.8K	0.09%	118
2026 Q1	$1.23M	Buy	30,865 +1,200	+4%	+$48.2K	0.09%	106
2025 Q4	$1.19M	Sell	29,665 -500	-2%	-$19.7K	0.1%	108
2025 Q3	$1.18M	Sell	30,165 -310	-1%	-$11.9K	0.1%	100
2025 Q2	$1.15M	Buy	30,475 +2,475	+9%	+$89.3K	0.11%	93
2025 Q1	$995K	Buy	28,000 +385	+1%	+$13.9K	0.1%	98
2024 Q4	$986K	Sell	27,615 -610	-2%	-$21.6K	0.1%	95
2024 Q3	$984K	Buy	28,225 +1,125	+4%	+$38.3K	0.11%	94
2024 Q2	$912K	Buy	+27,100	New	+$887K	0.1%	97

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

MBL Wealth's UMAR Position: Q2 2026 in Review

MBL Wealth reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 1.6% in Q2 2026, selling an estimated $20.8K and leaving 30,365 shares worth $1.28M. The position accounts for 0.09% of the portfolio, ranked #118.

MBL Wealth first reported a position in UMAR in Q2 2024 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

MBL Wealth held 30,365 shares of Innovator US Equity Ultra Buffer ETF March worth $1.28M as of Q2 2026.
MBL Wealth sold 500 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $20.8K.
Innovator US Equity Ultra Buffer ETF March made up 0.09% of MBL Wealth's portfolio in Q2 2026, its #118 holding.
MBL Wealth first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.