OAM
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Occidental Asset Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Occidental Asset Management’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 		$272K Buy
6,834
+616
+10% +$24.7K 0.03% 226
2025
Q4 		$248K Hold
6,218
– – 0.03% 236
2025
Q3 		$243K Hold
6,218
– – 0.03% 237
2025
Q2 		$234K Hold
6,218
– – 0.03% 234
2025
Q1 		$221K Hold
6,218
– – 0.03% 226
2024
Q4 		$222K Hold
6,218
– – 0.03% 194
2024
Q3 		$217K Hold
6,218
– – 0.04% 201
2024
Q2 		$209K Hold
6,218
– – 0.04% 191
2024
Q1 		$203K Buy
+6,218
New +$199K 0.04% 190

Other funds holding UMAR

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $914M AUM 21.56% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $71.6B AUM 21.08% 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 $366M AUM 16.87% 1-Year Est. Return