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Riverchase Wealth Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Riverchase Wealth 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 		$609K Sell
14,416
-1,268
-8% -$52.7K 0.28% 52
2026
Q1 		$623K Buy
+15,684
New +$630K 0.32% 45

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
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Riverchase Wealth Management's UMAR Position: Q2 2026 in Review

Riverchase Wealth Management reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 8.1% in Q2 2026, selling an estimated $52.7K and leaving 14,416 shares worth $609K. The position accounts for 0.28% of the portfolio, ranked #52.

Riverchase Wealth Management first reported a position in UMAR in Q1 2026 and has held it in 2 quarters since. The position peaked at $623K in Q1 2026. 23 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • Riverchase Wealth Management held 14,416 shares of Innovator US Equity Ultra Buffer ETF March worth $609K as of Q2 2026.
  • Riverchase Wealth Management sold 1,268 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $52.7K.
  • Innovator US Equity Ultra Buffer ETF March made up 0.28% of Riverchase Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Riverchase Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
  • Riverchase Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $623K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.