MGO One Seven
UMAR icon

MGO One Seven’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

MGO One Seven’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 		$4.89M Sell
113,280
-23,856
-17% -$1.02M 0.08% 264
2026
Q2 		$5.79M Sell
137,136
-35,009
-20% -$1.46M 0.1% 236
2026
Q1 		$6.84M Sell
172,145
-14,140
-8% -$568K 0.14% 178
2025
Q4 		$7.44M Sell
186,285
-50,550
-21% -$1.99M 0.15% 157
2025
Q3 		$9.24M Sell
236,835
-11,497
-5% -$441K 0.21% 107
2025
Q2 		$9.34M Sell
248,332
-5,085
-2% -$183K 0.3% 72
2025
Q1 		$9.01M Sell
253,417
-23,560
-9% -$850K 0.35% 61
2024
Q4 		$9.9M Sell
276,977
-1,956
-0.7% -$69.3K 0.38% 49
2024
Q3 		$9.7M Sell
278,933
-39,440
-12% -$1.34M 0.42% 46
2024
Q2 		$10.7M Sell
318,373
-130,135
-29% -$4.26M 0.51% 33
2024
Q1 		$14.6M Buy
+448,508
New +$14.4M 0.76% 19

Other funds holding UMAR

Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Caliber Wealth Management (Kansas)
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.02B AUM 17.76% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

MGO One Seven's UMAR Position: Q3 2026 in Review

MGO One Seven reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 17% in Q3 2026, selling an estimated $1.02M and leaving 113,280 shares worth $4.89M. The position accounts for 0.08% of the portfolio, ranked #264.

MGO One Seven first reported a position in UMAR in Q1 2024 and has held it in 11 quarters since. The position peaked at $14.6M in Q1 2024. 53 funds tracked by Wall St. Rank hold UMAR as of Q3 2026.

  • MGO One Seven held 113,280 shares of Innovator US Equity Ultra Buffer ETF March worth $4.89M as of Q3 2026.
  • MGO One Seven sold 23,856 Innovator US Equity Ultra Buffer ETF March shares in Q3 2026, an estimated $1.02M.
  • Innovator US Equity Ultra Buffer ETF March made up 0.08% of MGO One Seven's portfolio in Q3 2026, its #264 holding.
  • MGO One Seven first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 11 quarters since.
  • MGO One Seven's Innovator US Equity Ultra Buffer ETF March position peaked at $14.6M in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.