Strategic Blueprint’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Strategic Blueprint’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	$391K	Hold	9,833	–	–	0.02%	464
2025 Q4	$393K	Sell	9,833 -493	-5%	-$19.4K	0.02%	461
2025 Q3	$403K	Hold	10,326	–	–	0.02%	530
2025 Q2	$388K	Hold	10,326	–	–	0.02%	499
2025 Q1	$367K	Buy	+10,326	New	+$372K	0.02%	484
2023 Q4	–	Sell	-11,984	Closed	-$357K	–	588
2023 Q3	$357K	Buy	11,984 +1,098	+10%	+$33.1K	0.03%	380
2023 Q2	$327K	Sell	10,886 -11,831	-52%	-$345K	0.03%	401
2023 Q1	$652K	Sell	22,717 -782	-3%	-$22.1K	0.07%	261
2022 Q4	$662K	Hold	23,499	–	–	0.08%	249
2022 Q3	$651K	Sell	23,499 -584	-2%	-$16.8K	0.08%	243
2022 Q2	$676K	Sell	24,083 -4,065	-14%	-$118K	0.08%	234
2022 Q1	$850K	Buy	28,148 +5,939	+27%	+$177K	0.1%	204
2021 Q4	$662K	Buy	22,209 +184	+0.8%	+$5.44K	0.08%	229
2021 Q3	$642K	Buy	22,025 +12,162	+123%	+$356K	0.1%	196
2021 Q2	$287K	Buy	9,863 +400	+4%	+$11.5K	0.05%	310
2021 Q1	$270K	Buy	+9,463	New	+$265K	0.06%	257

Other funds holding UMAR

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 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 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

Strategic Blueprint's UMAR Position: Q1 2026 in Review

Strategic Blueprint held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q1 2026 at 9,833 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #464.

Strategic Blueprint first reported a position in UMAR in Q1 2021 and has held it in 16 quarters since. The position peaked at $850K in Q1 2022. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

Strategic Blueprint held 9,833 shares of Innovator US Equity Ultra Buffer ETF March worth $391K as of Q1 2026.
Strategic Blueprint left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF March made up 0.02% of Strategic Blueprint's portfolio in Q1 2026, its #464 holding.
Strategic Blueprint first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2021 and has held it in 16 quarters since.
Strategic Blueprint's Innovator US Equity Ultra Buffer ETF March position peaked at $850K in Q1 2022.
82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.