MML Investors Services
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MML Investors Services’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

MML Investors Services’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
Q1 		$598K Buy
15,052
+3,881
+35% +$156K ﹤0.01% 2112
2025
Q4 		$446K Hold
11,171
– – ﹤0.01% 2342
2025
Q3 		$436K Sell
11,171
-5,398
-33% -$207K ﹤0.01% 2268
2025
Q2 		$623K Buy
16,569
+9,355
+130% +$338K ﹤0.01% 1955
2025
Q1 		$256K Buy
+7,214
New +$260K ﹤0.01% 2398
2024
Q4 		– Sell
-5,778
Closed -$202K – 2735
2024
Q3 		$202K Buy
+5,778
New +$197K ﹤0.01% 2438

Other funds holding UMAR

LF
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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $68.3B AUM 20.5% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

MML Investors Services's UMAR Position: Q1 2026 in Review

MML Investors Services increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 35% in Q1 2026, buying an estimated $156K and bringing the position to 15,052 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

MML Investors Services first reported a position in UMAR in Q3 2024 and has held it in 6 quarters since. The position peaked at $623K in Q2 2025. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

  • MML Investors Services held 15,052 shares of Innovator US Equity Ultra Buffer ETF March worth $598K as of Q1 2026.
  • MML Investors Services bought 3,881 Innovator US Equity Ultra Buffer ETF March shares in Q1 2026, an estimated $156K.
  • Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2112 holding.
  • MML Investors Services first reported a position in Innovator US Equity Ultra Buffer ETF March in Q3 2024 and has held it in 6 quarters since.
  • MML Investors Services's Innovator US Equity Ultra Buffer ETF March position peaked at $623K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.