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

Tounjian Advisory Partners’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	$144K	Buy	+3,406	New	+$142K	0.06%	144
2025 Q3	–	Sell	-7,706	Closed	-$274K	–	236
2025 Q2	$274K	Hold	7,706	–	–	0.05%	219
2025 Q1	$274K	Buy	+7,706	New	+$278K	0.05%	222

Other funds holding UMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tounjian Advisory Partners's UMAR Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2026: 3,406 shares worth $144K. The stake represents 0.06% of the portfolio and ranks #144 among its holdings. This is a return to the name: Tounjian Advisory Partners previously reported a position in UMAR as recently as Q2 2025.

Tounjian Advisory Partners first reported a position in UMAR in Q1 2025 and has held it in 3 quarters since. The position peaked at $274K in Q2 2025. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Tounjian Advisory Partners held 3,406 shares of Innovator US Equity Ultra Buffer ETF March worth $144K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF March was a new Tounjian Advisory Partners position in Q2 2026.
Innovator US Equity Ultra Buffer ETF March made up 0.06% of Tounjian Advisory Partners's portfolio in Q2 2026, its #144 holding.
Tounjian Advisory Partners first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and has held it in 3 quarters since.
Tounjian Advisory Partners's Innovator US Equity Ultra Buffer ETF March position peaked at $274K in Q2 2025.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.