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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
Q2 		$289K Hold
6,834
– – 0.03% 246
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

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

Occidental Asset Management's UMAR Position: Q2 2026 in Review

Occidental Asset Management held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 6,834 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #246.

Occidental Asset Management first reported a position in UMAR in Q1 2024 and has held it in 10 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • Occidental Asset Management held 6,834 shares of Innovator US Equity Ultra Buffer ETF March worth $289K as of Q2 2026.
  • Occidental Asset Management left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF March made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #246 holding.
  • Occidental Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.