Morgan Stanley
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Morgan Stanley’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Morgan Stanley’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 		$495K Buy
11,721
+10,423
+803% +$433K ﹤0.01% 5562
2026
Q1 		$51.6K Hold
1,298
– – ﹤0.01% 6409
2025
Q4 		$51.9K Hold
1,298
– – ﹤0.01% 6417
2025
Q3 		$50.6K Buy
+1,298
New +$49.7K ﹤0.01% 6392

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
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
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley's UMAR Position: Q2 2026 in Review

Morgan Stanley increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 803% in Q2 2026, buying an estimated $433K and bringing the position to 11,721 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #5562.

Morgan Stanley first reported a position in UMAR in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • Morgan Stanley held 11,721 shares of Innovator US Equity Ultra Buffer ETF March worth $495K as of Q2 2026.
  • Morgan Stanley bought 10,423 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $433K.
  • Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5562 holding.
  • Morgan Stanley first reported a position in Innovator US Equity Ultra Buffer ETF March in Q3 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.