Wealth Enhancement Advisory Services
UMAR icon

Wealth Enhancement Advisory Services’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$909K Buy
+20,933
New +$896K ﹤0.01% 2266

Other funds holding UMAR

LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
NFS
NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's UMAR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2026: 20,933 shares worth $909K. The stake represents ﹤0.01% of the portfolio and ranks #2266 among its holdings.

12 funds tracked by Wall St. Rank hold UMAR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 20,933 shares of Innovator US Equity Ultra Buffer ETF March worth $909K as of Q3 2026.
  • Innovator US Equity Ultra Buffer ETF March was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2266 holding.
  • 12 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.