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NorthRock Partners’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

NorthRock Partners’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
Q2 		– Sell
-777
Closed -$27.6K – 920
2025
Q1 		$27.6K Buy
+777
New +$28K ﹤0.01% 719
2024
Q2 		– Sell
-777
Closed -$25.4K – 861
2024
Q1 		$25.4K Buy
+777
New +$24.9K ﹤0.01% 695

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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
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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

NorthRock Partners's UMAR Position: Q2 2025 in Review

NorthRock Partners sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2025, closing a stake of 777 shares — an estimated $27.6K sold.

NorthRock Partners first reported a position in UMAR in Q1 2024 and held it in 2 quarters. The position peaked at $27.6K in Q1 2025. 72 funds tracked by Wall St. Rank hold UMAR as of Q2 2025.

  • NorthRock Partners reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 777 Innovator US Equity Ultra Buffer ETF March shares in Q2 2025, an estimated $27.6K.
  • NorthRock Partners first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and held it in 2 quarters.
  • NorthRock Partners's Innovator US Equity Ultra Buffer ETF March position peaked at $27.6K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.