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Novus Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Novus Advisors’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
-8,185
Closed -$291K – 116
2025
Q1 		$291K Buy
+8,185
New +$295K 0.29% 85

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 $6.06B AUM 28.9% 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

Novus Advisors's UMAR Position: Q2 2025 in Review

Novus Advisors sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2025, closing a stake of 8,185 shares — an estimated $291K sold.

Novus Advisors first reported a position in UMAR in Q1 2025 and held it in 1 quarter. The position peaked at $291K in Q1 2025. 72 funds tracked by Wall St. Rank hold UMAR as of Q2 2025.

  • Novus Advisors reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2025 after selling out during the quarter.
  • Novus Advisors sold 8,185 Innovator US Equity Ultra Buffer ETF March shares in Q2 2025, an estimated $291K.
  • Novus Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and held it in 1 quarter.
  • Novus Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $291K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2025.

Based on Novus Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.