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Stonebridge Financial Group (Pennsylvania)’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-2,348
Closed -$83.5K – 894
2025
Q1 		$83.5K Buy
+2,348
New +$84.7K 0.01% 313

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s UMAR Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2025, closing a stake of 2,348 shares — an estimated $83.5K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in UMAR in Q1 2025 and held it in 1 quarter. The position peaked at $83.5K in Q1 2025. 72 funds tracked by Wall St. Rank hold UMAR as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2,348 Innovator US Equity Ultra Buffer ETF March shares in Q2 2025, an estimated $83.5K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Innovator US Equity Ultra Buffer ETF March position peaked at $83.5K in Q1 2025.
  • 72 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.