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

Meridian Wealth 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
2025
Q4 		– Sell
-13,941
Closed -$544K – 783
2025
Q3 		$544K Sell
13,941
-2,688
-16% -$103K 0.02% 454
2025
Q2 		$625K Buy
16,629
+8,786
+112% +$317K 0.03% 398
2025
Q1 		$279K Buy
+7,843
New +$283K 0.01% 533

Other funds holding UMAR

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Meridian Wealth Management's UMAR Position: Q4 2025 in Review

Meridian Wealth Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q4 2025, closing a stake of 13,941 shares — an estimated $544K sold.

Meridian Wealth Management first reported a position in UMAR in Q1 2025 and held it in 3 quarters. The position peaked at $625K in Q2 2025. 71 funds tracked by Wall St. Rank hold UMAR as of Q4 2025.

  • Meridian Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • Meridian Wealth Management sold 13,941 Innovator US Equity Ultra Buffer ETF March shares in Q4 2025, an estimated $544K.
  • Meridian Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and held it in 3 quarters.
  • Meridian Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $625K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q4 2025.

Based on Meridian Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.