Truist Financial’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Truist Financial’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	$1.22M	Buy	28,831 +200	+0.7%	+$8.32K	﹤0.01%	1645
2026 Q1	$1.14M	Sell	28,631 -16,657	-37%	-$669K	﹤0.01%	1628
2025 Q4	$1.81M	Sell	45,288 -182	-0.4%	-$7.17K	﹤0.01%	1357
2025 Q3	$1.77M	Sell	45,470 -131	-0.3%	-$5.02K	﹤0.01%	1392
2025 Q2	$1.72M	Sell	45,601 -751	-2%	-$27.1K	﹤0.01%	1354
2025 Q1	$1.65M	Buy	46,352 +2,742	+6%	+$98.9K	﹤0.01%	1307
2024 Q4	$1.56M	Sell	43,610 -1,644	-4%	-$58.2K	﹤0.01%	1355
2024 Q3	$1.58M	Sell	45,254 -5,242	-10%	-$179K	﹤0.01%	1335
2024 Q2	$1.7M	Buy	50,496 +1,896	+4%	+$62.1K	﹤0.01%	1347
2024 Q1	$1.59M	Buy	48,600 +15,739	+48%	+$504K	﹤0.01%	1395
2023 Q4	$1.04M	Sell	32,861 -2,200	-6%	-$67.3K	﹤0.01%	1571
2023 Q3	$1.05M	Sell	35,061 -2,950	-8%	-$89K	﹤0.01%	1543
2023 Q2	$1.14M	Sell	38,011 -600	-2%	-$17.5K	﹤0.01%	1520
2023 Q1	$1.11M	Buy	+38,611	New	+$1.09M	﹤0.01%	1506

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

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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $215M AUM 22.03% 1-Year Est. Return

Truist Financial's UMAR Position: Q2 2026 in Review

Truist Financial increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 0.7% in Q2 2026, buying an estimated $8.32K and bringing the position to 28,831 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Truist Financial first reported a position in UMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.81M in Q4 2025. 38 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Truist Financial held 28,831 shares of Innovator US Equity Ultra Buffer ETF March worth $1.22M as of Q2 2026.
Truist Financial bought 200 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $8.32K.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1645 holding.
Truist Financial first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2023 and has held it in 14 quarters since.
Truist Financial's Innovator US Equity Ultra Buffer ETF March position peaked at $1.81M in Q4 2025.
38 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.