Royal Bank of Canada’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Royal Bank of Canada’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	–	Sell	-1,495	Closed	-$60K	–	7719
2025 Q4	$60K	Buy	+1,495	New	+$58.9K	﹤0.01%	5471
2024 Q3	–	Sell	-17,105	Closed	-$576K	–	7476
2024 Q2	$576K	Buy	+17,105	New	+$560K	﹤0.01%	3891
2024 Q1	–	Sell	-8,250	Closed	-$261K	–	7620
2023 Q4	$261K	Buy	8,250 +6,956	+538%	+$213K	﹤0.01%	4871
2023 Q3	$39K	Buy	+1,294	New	+$39K	﹤0.01%	5912
2023 Q2	–	Sell	-1,600	Closed	-$46K	–	7681
2023 Q1	$46K	Buy	+1,600	New	+$45.2K	﹤0.01%	5668

Other funds holding UMAR

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Royal Bank of Canada's UMAR Position: Q1 2026 in Review

Royal Bank of Canada sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2026, closing a stake of 1,495 shares — an estimated $60K sold.

Royal Bank of Canada first reported a position in UMAR in Q1 2023 and held it in 5 quarters. The position peaked at $576K in Q2 2024. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

Royal Bank of Canada reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Royal Bank of Canada sold 1,495 Innovator US Equity Ultra Buffer ETF March shares in Q1 2026, an estimated $60K.
Royal Bank of Canada first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2023 and held it in 5 quarters.
Royal Bank of Canada's Innovator US Equity Ultra Buffer ETF March position peaked at $576K in Q2 2024.
82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.