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 Q3	$1.3M	Sell	30,065 -300	-1%	-$12.8K	0.08%	137
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

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

MBL Wealth's UMAR Position: Q3 2026 in Review

MBL Wealth reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 0.99% in Q3 2026, selling an estimated $12.8K and leaving 30,065 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #137.

MBL Wealth first reported a position in UMAR in Q2 2024 and has held it in 10 quarters since. 25 funds tracked by Wall St. Rank hold UMAR as of Q3 2026.

MBL Wealth held 30,065 shares of Innovator US Equity Ultra Buffer ETF March worth $1.3M as of Q3 2026.
MBL Wealth sold 300 Innovator US Equity Ultra Buffer ETF March shares in Q3 2026, an estimated $12.8K.
Innovator US Equity Ultra Buffer ETF March made up 0.08% of MBL Wealth's portfolio in Q3 2026, its #137 holding.
MBL Wealth first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2024 and has held it in 10 quarters since.
25 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.