Sonoma Allocations’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Sonoma Allocations’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	$339K	Buy	+8,025	New	+$334K	0.11%	99

Other funds holding UMAR

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Talon Private Wealth The Villages, Florida $855M AUM

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

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

Sonoma Allocations's UMAR Position: Q2 2026 in Review

Sonoma Allocations opened a new position in Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2026: 8,025 shares worth $339K. The stake represents 0.11% of the portfolio and ranks #99 among its holdings.

87 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Sonoma Allocations held 8,025 shares of Innovator US Equity Ultra Buffer ETF March worth $339K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF March was a new Sonoma Allocations position in Q2 2026.
Innovator US Equity Ultra Buffer ETF March made up 0.11% of Sonoma Allocations's portfolio in Q2 2026, its #99 holding.
87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.