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 Q2	$570K	Hold	13,489	–	–	0.01%	495
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

BCM

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

TPW

Talon Private Wealth The Villages, Florida $855M AUM

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

Sagespring Wealth Partners's UMAR Position: Q2 2026 in Review

Sagespring Wealth Partners held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 13,489 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #495.

Sagespring Wealth Partners first reported a position in UMAR in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Sagespring Wealth Partners held 13,489 shares of Innovator US Equity Ultra Buffer ETF March worth $570K as of Q2 2026.
Sagespring Wealth Partners 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 Sagespring Wealth Partners's portfolio in Q2 2026, its #495 holding.
Sagespring Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.