Raymond James Financial
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Raymond James Financial’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Raymond James Financial’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 		$4.33M Buy
109,075
+69,359
+175% +$2.79M ﹤0.01% 2709
2025
Q4 		$1.59M Sell
39,716
-5,391
-12% -$212K ﹤0.01% 3454
2025
Q3 		$1.76M Sell
45,107
-20,891
-32% -$800K ﹤0.01% 3261
2025
Q2 		$2.48M Buy
65,998
+36,798
+126% +$1.33M ﹤0.01% 2907
2025
Q1 		$1.04M Buy
+29,200
New +$1.05M ﹤0.01% 3463

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 $2.03B AUM 23.67% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial's UMAR Position: Q1 2026 in Review

Raymond James Financial increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 175% in Q1 2026, buying an estimated $2.79M and bringing the position to 109,075 shares worth $4.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

Raymond James Financial first reported a position in UMAR in Q1 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

  • Raymond James Financial held 109,075 shares of Innovator US Equity Ultra Buffer ETF March worth $4.33M as of Q1 2026.
  • Raymond James Financial bought 69,359 Innovator US Equity Ultra Buffer ETF March shares in Q1 2026, an estimated $2.79M.
  • Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2709 holding.
  • Raymond James Financial first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and has held it in 5 quarters since.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.