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Savvy Advisors Inc’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Savvy Advisors Inc’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 		$260K Buy
6,533
+647
+11% +$26K 0.01% 943
2025
Q4 		$235K Buy
+5,886
New +$232K 0.01% 880

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 $4.98B AUM 22.72% 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 $26.4B AUM 21.05% 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 $71.6B AUM 21.08% 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

Savvy Advisors Inc's UMAR Position: Q1 2026 in Review

Savvy Advisors Inc increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 11% in Q1 2026, buying an estimated $26K and bringing the position to 6,533 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #943.

Savvy Advisors Inc first reported a position in UMAR in Q4 2025 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

  • Savvy Advisors Inc held 6,533 shares of Innovator US Equity Ultra Buffer ETF March worth $260K as of Q1 2026.
  • Savvy Advisors Inc bought 647 Innovator US Equity Ultra Buffer ETF March shares in Q1 2026, an estimated $26K.
  • Innovator US Equity Ultra Buffer ETF March made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #943 holding.
  • Savvy Advisors Inc first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2025 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.