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 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	$9.89M	Sell	276,977 -1,956	-0.7%	-$69.3K	0.38%	49
2024 Q3	$9.73M	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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

MGO One Seven's UMAR Position: Q2 2026 in Review

MGO One Seven reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 20% in Q2 2026, selling an estimated $1.46M and leaving 137,136 shares worth $5.79M. The position accounts for 0.1% of the portfolio, ranked #236.

MGO One Seven first reported a position in UMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.6M in Q1 2024. 38 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

MGO One Seven held 137,136 shares of Innovator US Equity Ultra Buffer ETF March worth $5.79M as of Q2 2026.
MGO One Seven sold 35,009 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $1.46M.
Innovator US Equity Ultra Buffer ETF March made up 0.1% of MGO One Seven's portfolio in Q2 2026, its #236 holding.
MGO One Seven first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
MGO One Seven's Innovator US Equity Ultra Buffer ETF March position peaked at $14.6M in Q1 2024.
38 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.