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WealthPlan Investment Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

WealthPlan Investment 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 		$1.56M Sell
36,872
-2,706
-7% -$113K 0.08% 185
2026
Q1 		$1.57M Sell
39,578
-4,400
-10% -$177K 0.09% 178
2025
Q4 		$1.76M Sell
43,978
-248,575
-85% -$9.79M 0.11% 151
2025
Q3 		$11.4M Buy
292,553
+58,371
+25% +$2.24M 0.76% 43
2025
Q2 		$8.81M Buy
+234,182
New +$8.45M 0.64% 58

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

WealthPlan Investment Management's UMAR Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 6.8% in Q2 2026, selling an estimated $113K and leaving 36,872 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #185.

WealthPlan Investment Management first reported a position in UMAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.4M in Q3 2025. 30 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

  • WealthPlan Investment Management held 36,872 shares of Innovator US Equity Ultra Buffer ETF March worth $1.56M as of Q2 2026.
  • WealthPlan Investment Management sold 2,706 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $113K.
  • Innovator US Equity Ultra Buffer ETF March made up 0.08% of WealthPlan Investment Management's portfolio in Q2 2026, its #185 holding.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's Innovator US Equity Ultra Buffer ETF March position peaked at $11.4M in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.