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Spire Wealth Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Spire Wealth Management’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 		$1.31M Sell
30,959
-4,337
-12% -$180K 0.04% 344
2026
Q1 		$1.4M Sell
35,296
-6,305
-15% -$253K 0.05% 329
2025
Q4 		$1.66M Sell
41,601
-12,342
-23% -$486K 0.06% 291
2025
Q3 		$2.1M Sell
53,943
-11,248
-17% -$431K 0.07% 226
2025
Q2 		$2.45M Sell
65,191
-25,723
-28% -$928K 0.09% 192
2025
Q1 		$3.23M Buy
90,914
+62,960
+225% +$2.27M 0.1% 176
2024
Q4 		$998K Sell
27,954
-3,295
-11% -$117K 0.03% 394
2024
Q3 		$1.09M Sell
31,249
-642
-2% -$21.9K 0.04% 360
2024
Q2 		$1.07M Sell
31,891
-304
-0.9% -$9.96K 0.04% 328
2024
Q1 		$1.05M Buy
32,195
+21,808
+210% +$698K 0.02% 366
2023
Q4 		$330K Sell
10,387
-181
-2% -$5.54K 0.01% 620
2023
Q3 		$315K Sell
10,568
-181
-2% -$5.46K 0.01% 581
2023
Q2 		$323K Sell
10,749
-136
-1% -$3.96K 0.01% 598
2023
Q1 		$313K Buy
+10,885
New +$307K 0.01% 606
2022
Q3 		– Sell
-10,350
Closed -$291K – 2595
2022
Q2 		$291K Hold
10,350
– – 0.01% 643
2022
Q1 		$313K Buy
+10,350
New +$308K 0.01% 714

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

Spire Wealth Management's UMAR Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 12% in Q2 2026, selling an estimated $180K and leaving 30,959 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #344.

Spire Wealth Management first reported a position in UMAR in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.23M in Q1 2025. 38 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • Spire Wealth Management held 30,959 shares of Innovator US Equity Ultra Buffer ETF March worth $1.31M as of Q2 2026.
  • Spire Wealth Management sold 4,337 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $180K.
  • Innovator US Equity Ultra Buffer ETF March made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #344 holding.
  • Spire Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2022 and has held it in 16 quarters since.
  • Spire Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $3.23M in Q1 2025.
  • 38 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.