Riverchase Wealth Management
UMAR icon

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
Q3 		– Sell
-14,416
Closed -$609K – 85
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

Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Kellett Wealth Advisors
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Riverchase Wealth Management's UMAR Position: Q3 2026 in Review

Riverchase Wealth Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2026, closing a stake of 14,416 shares — an estimated $609K sold.

Riverchase Wealth Management first reported a position in UMAR in Q1 2026 and held it in 2 quarters. The position peaked at $623K in Q1 2026. 32 funds tracked by Wall St. Rank hold UMAR as of Q3 2026.

  • Riverchase Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q3 2026 after selling out during the quarter.
  • Riverchase Wealth Management sold 14,416 Innovator US Equity Ultra Buffer ETF March shares in Q3 2026, an estimated $609K.
  • Riverchase Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2026 and held it in 2 quarters.
  • Riverchase Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $623K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2026.

Based on Riverchase Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.