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

Prosperity Capital 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
2026
Q3 		$7.07M Buy
163,706
+11,966
+8% +$512K 0.35% 56
2026
Q2 		$6.41M Buy
151,740
+6,311
+4% +$262K 0.32% 60
2026
Q1 		$5.78M Buy
145,429
+8,023
+6% +$322K 0.33% 59
2025
Q4 		$5.49M Sell
137,406
-10,004
-7% -$394K 0.33% 63
2025
Q3 		$5.75M Buy
147,410
+11,844
+9% +$454K 0.33% 61
2025
Q2 		$5.1M Buy
135,566
+11,888
+10% +$429K 0.33% 60
2025
Q1 		$4.4M Buy
123,678
+14,802
+14% +$534K 0.35% 55
2024
Q4 		$3.89M Buy
108,876
+12,197
+13% +$432K 0.32% 58
2024
Q3 		$3.37M Buy
96,679
+6,760
+8% +$230K 0.29% 75
2024
Q2 		$3.03M Buy
89,919
+48,735
+118% +$1.6M 0.33% 60
2024
Q1 		$1.35M Sell
41,184
-6,781
-14% -$217K 0.16% 106
2023
Q4 		$1.52M Sell
47,965
-4,421
-8% -$135K 0.16% 69
2023
Q3 		$1.56M Sell
52,386
-44,289
-46% -$1.34M 0.21% 68
2023
Q2 		$2.91M Sell
96,675
-13,169
-12% -$384K 0.41% 46
2023
Q1 		$3.15M Buy
109,844
+53,464
+95% +$1.51M 0.49% 41
2022
Q4 		$1.59M Buy
+56,380
New +$1.59M 0.49% 38

Other funds holding UMAR

LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
NFS
NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Capital Advisors's UMAR Position: Q3 2026 in Review

Prosperity Capital Advisors increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 7.9% in Q3 2026, buying an estimated $512K and bringing the position to 163,706 shares worth $7.07M. The position accounts for 0.35% of the portfolio, ranked #56.

Prosperity Capital Advisors first reported a position in UMAR in Q4 2022 and has held it in 16 quarters since. 12 funds tracked by Wall St. Rank hold UMAR as of Q3 2026.

  • Prosperity Capital Advisors held 163,706 shares of Innovator US Equity Ultra Buffer ETF March worth $7.07M as of Q3 2026.
  • Prosperity Capital Advisors bought 11,966 Innovator US Equity Ultra Buffer ETF March shares in Q3 2026, an estimated $512K.
  • Innovator US Equity Ultra Buffer ETF March made up 0.35% of Prosperity Capital Advisors's portfolio in Q3 2026, its #56 holding.
  • Prosperity Capital Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2022 and has held it in 16 quarters since.
  • 12 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.