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Oliver Lagore Vanvalin Investment Group’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q4 		$250 Hold
7
– – ﹤0.01% 646
2024
Q3 		$244 Hold
7
– – ﹤0.01% 641
2024
Q2 		$236 Hold
7
– – ﹤0.01% 684
2024
Q1 		$229 Hold
7
– – ﹤0.01% 692
2023
Q4 		$221 Hold
7
– – ﹤0.01% 716
2023
Q3 		$209 Sell
7
-10
-59% -$302 ﹤0.01% 802
2023
Q2 		$511 Buy
+17
New +$496 ﹤0.01% 716

Other funds holding UMAR

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's UMAR Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q4 2024 at 7 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Oliver Lagore Vanvalin Investment Group first reported a position in UMAR in Q2 2023 and has held it in 7 quarters since. The position peaked at $511 in Q2 2023. 58 funds tracked by Wall St. Rank hold UMAR as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 7 shares of Innovator US Equity Ultra Buffer ETF March worth $250 as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q4 2024.
  • Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #646 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2023 and has held it in 7 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Innovator US Equity Ultra Buffer ETF March position peaked at $511 in Q2 2023.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.