UBS Group
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UBS Group’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

UBS Group’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
-361
Closed -$14.3K – 11066
2026
Q1 		$14.3K Buy
361
+146
+68% +$5.87K ﹤0.01% 8175
2025
Q4 		$8.59K Sell
215
-173
-45% -$6.81K ﹤0.01% 8347
2025
Q3 		$15.1K Buy
+388
New +$14.9K ﹤0.01% 8332
2024
Q4 		– Sell
-1,972
Closed -$68.8K – 10416
2024
Q3 		$68.8K Sell
1,972
-780
-28% -$26.6K ﹤0.01% 6613
2024
Q2 		$92.7K Buy
2,752
+1,470
+115% +$48.1K ﹤0.01% 6219
2024
Q1 		$41.9K Buy
1,282
+465
+57% +$14.9K ﹤0.01% 6592
2023
Q4 		$25.8K Buy
817
+310
+61% +$9.48K ﹤0.01% 6940
2023
Q3 		$15.1K Buy
+507
New +$15.3K ﹤0.01% 6938
2023
Q1 		– Sell
-2,957
Closed -$83.3K – 10404
2022
Q4 		$83.3K Buy
2,957
+1,900
+180% +$53.7K ﹤0.01% 6271
2022
Q3 		$29K Buy
1,057
+639
+153% +$18.3K ﹤0.01% 6927
2022
Q2 		$12K Buy
+418
New +$12.1K ﹤0.01% 7682
2022
Q1 		– Sell
-1,538
Closed -$46K – 10929
2021
Q4 		$46K Sell
1,538
-382
-20% -$11.3K ﹤0.01% 6989
2021
Q3 		$56K Buy
+1,920
New +$56.2K ﹤0.01% 6253
2021
Q2 		– Sell
-1,134
Closed -$32K – 9842
2021
Q1 		$32K Sell
1,134
-157
-12% -$4.39K ﹤0.01% 6961
2020
Q4 		$36K Buy
1,291
+484
+60% +$13.3K ﹤0.01% 6486
2020
Q3 		$22K Buy
+807
New +$21.7K ﹤0.01% 6247
2020
Q2 		– Sell
-200
Closed -$5K – 8378
2020
Q1 		$5K Buy
+200
New +$4.99K ﹤0.01% 7328

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 $855M AUM
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

UBS Group's UMAR Position: Q2 2026 in Review

UBS Group sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2026, closing a stake of 361 shares — an estimated $14.3K sold.

UBS Group first reported a position in UMAR in Q1 2020 and held it in 17 quarters. The position peaked at $92.7K in Q2 2024. 87 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • UBS Group reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 361 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $14.3K.
  • UBS Group first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2020 and held it in 17 quarters.
  • UBS Group's Innovator US Equity Ultra Buffer ETF March position peaked at $92.7K in Q2 2024.
  • 87 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.