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Sagespring Wealth Partners’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Sagespring Wealth Partners’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 		$536K Buy
13,489
+1,535
+13% +$61.7K 0.01% 479
2025
Q4 		$478K Sell
11,954
-2,235
-16% -$88K 0.01% 490
2025
Q3 		$554K Sell
14,189
-20
-0.1% -$766 0.01% 439
2025
Q2 		$534K Buy
14,209
+517
+4% +$18.7K 0.01% 424
2025
Q1 		$487K Buy
+13,692
New +$494K 0.01% 398

Other funds holding UMAR

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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $390M AUM 20.62% 1-Year Est. Return

Sagespring Wealth Partners's UMAR Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 13% in Q1 2026, buying an estimated $61.7K and bringing the position to 13,489 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #479.

Sagespring Wealth Partners first reported a position in UMAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $554K in Q3 2025. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

  • Sagespring Wealth Partners held 13,489 shares of Innovator US Equity Ultra Buffer ETF March worth $536K as of Q1 2026.
  • Sagespring Wealth Partners bought 1,535 Innovator US Equity Ultra Buffer ETF March shares in Q1 2026, an estimated $61.7K.
  • Innovator US Equity Ultra Buffer ETF March made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #479 holding.
  • Sagespring Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's Innovator US Equity Ultra Buffer ETF March position peaked at $554K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.