TWM
UMAR icon

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

TopTier 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 		– Sell
-1,186
Closed -$47.1K – 691
2026
Q1 		$47.1K Buy
+1,186
New +$47.6K 0.03% 226

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

TopTier Wealth Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2026, closing a stake of 1,186 shares — an estimated $47.1K sold.

TopTier Wealth Management first reported a position in UMAR in Q1 2026 and held it in 1 quarter. The position peaked at $47.1K in Q1 2026. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • TopTier Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 1,186 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $47.1K.
  • TopTier Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $47.1K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.