SageView Advisory Group’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

SageView Advisory Group’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
2025 Q3	–	Sell	-16,935	Closed	-$646K	–	664
2025 Q2	$646K	Hold	16,935	–	–	0.02%	319
2025 Q1	$602K	Hold	16,935	–	–	0.03%	307
2024 Q4	$604K	Buy	+16,935	New	+$600K	0.03%	310
2024 Q3	–	Sell	-16,935	Closed	-$570K	–	575
2024 Q2	$570K	Buy	+16,935	New	+$555K	0.03%	314
2023 Q3	–	Sell	-14,945	Closed	-$449K	–	555
2023 Q2	$449K	Hold	14,945	–	–	0.03%	369
2023 Q1	$429K	Hold	14,945	–	–	0.03%	330
2022 Q4	$421K	Buy	+14,945	New	+$422K	0.03%	268

Other funds holding UMAR

BCM

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

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

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

KAS

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

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

SageView Advisory Group's UMAR Position: Q3 2025 in Review

SageView Advisory Group sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2025, closing a stake of 16,935 shares — an estimated $646K sold.

SageView Advisory Group first reported a position in UMAR in Q4 2022 and held it in 7 quarters. The position peaked at $646K in Q2 2025. 69 funds tracked by Wall St. Rank hold UMAR as of Q3 2025.

SageView Advisory Group reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q3 2025 after selling out during the quarter.
SageView Advisory Group sold 16,935 Innovator US Equity Ultra Buffer ETF March shares in Q3 2025, an estimated $646K.
SageView Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2022 and held it in 7 quarters.
SageView Advisory Group's Innovator US Equity Ultra Buffer ETF March position peaked at $646K in Q2 2025.
69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2025.

Based on SageView Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.