Retirement Planning Group (Kansas)’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Retirement Planning Group (Kansas)’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	$351K	Hold	8,303	–	–	0.01%	396
2026 Q1	$330K	Hold	8,303	–	–	0.01%	373
2025 Q4	$332K	Sell	8,303 -251	-3%	-$9.88K	0.01%	317
2025 Q3	$334K	Sell	8,554 -1,074	-11%	-$41.2K	0.01%	312
2025 Q2	$362K	Hold	9,628	–	–	0.02%	239
2025 Q1	$342K	Hold	9,628	–	–	0.02%	237
2024 Q4	$344K	Hold	9,628	–	–	0.02%	222
2024 Q3	$336K	Sell	9,628 -647	-6%	-$22K	0.02%	209
2024 Q2	$346K	Hold	10,275	–	–	0.02%	183
2024 Q1	$336K	Buy	+10,275	New	+$329K	0.03%	163

Other funds holding UMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Retirement Planning Group (Kansas)'s UMAR Position: Q2 2026 in Review

Retirement Planning Group (Kansas) held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 8,303 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #396.

Retirement Planning Group (Kansas) first reported a position in UMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $362K in Q2 2025. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Retirement Planning Group (Kansas) held 8,303 shares of Innovator US Equity Ultra Buffer ETF March worth $351K as of Q2 2026.
Retirement Planning Group (Kansas) left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF March made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #396 holding.
Retirement Planning Group (Kansas) first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
Retirement Planning Group (Kansas)'s Innovator US Equity Ultra Buffer ETF March position peaked at $362K in Q2 2025.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.