Steward Partners Investment Advisory’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Steward Partners Investment Advisory’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	$58.9K	Hold	1,482	–	–	﹤0.01%	2702
2025 Q4	$59.2K	Sell	1,482 -296	-17%	-$11.7K	﹤0.01%	2581
2025 Q3	$69.4K	Buy	1,778 +296	+20%	+$11.3K	﹤0.01%	2450
2025 Q2	$55.7K	Hold	1,482	–	–	﹤0.01%	2422
2025 Q1	$52.7K	Hold	1,482	–	–	﹤0.01%	2356
2024 Q4	$52.9K	Hold	1,482	–	–	﹤0.01%	2305
2024 Q3	$51.7K	Hold	1,482	–	–	﹤0.01%	2220
2024 Q2	$49.9K	Sell	1,482 -1,278	-46%	-$41.9K	﹤0.01%	2103
2024 Q1	$90.1K	Buy	+2,760	New	+$88.4K	﹤0.01%	1821

Other funds holding UMAR

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 $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Steward Partners Investment Advisory's UMAR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q1 2026 at 1,482 shares worth $58.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

Steward Partners Investment Advisory first reported a position in UMAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $90.1K in Q1 2024. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

Steward Partners Investment Advisory held 1,482 shares of Innovator US Equity Ultra Buffer ETF March worth $58.9K as of Q1 2026.
Steward Partners Investment Advisory left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2702 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Innovator US Equity Ultra Buffer ETF March position peaked at $90.1K in Q1 2024.
82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.