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

WealthPLAN 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 Q3	$582K	Sell	13,485 -261	-2%	-$11.2K	0.11%	145
2026 Q2	$581K	Sell	13,746 -2,155	-14%	-$89.6K	0.11%	150
2026 Q1	$632K	Sell	15,901 -8,122	-34%	-$326K	0.12%	141
2025 Q4	$960K	Sell	24,023 -46,546	-66%	-$1.83M	0.14%	134
2025 Q3	$2.75M	Buy	70,569 +6,599	+10%	+$253K	0.41%	77
2025 Q2	$2.41M	Buy	+63,970	New	+$2.31M	0.39%	82

Other funds holding UMAR

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WealthPLAN Partners's UMAR Position: Q3 2026 in Review

WealthPLAN Partners reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 1.9% in Q3 2026, selling an estimated $11.2K and leaving 13,485 shares worth $582K. The position accounts for 0.11% of the portfolio, ranked #145.

WealthPLAN Partners first reported a position in UMAR in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.75M in Q3 2025. 25 funds tracked by Wall St. Rank hold UMAR as of Q3 2026.

WealthPLAN Partners held 13,485 shares of Innovator US Equity Ultra Buffer ETF March worth $582K as of Q3 2026.
WealthPLAN Partners sold 261 Innovator US Equity Ultra Buffer ETF March shares in Q3 2026, an estimated $11.2K.
Innovator US Equity Ultra Buffer ETF March made up 0.11% of WealthPLAN Partners's portfolio in Q3 2026, its #145 holding.
WealthPLAN Partners first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2025 and has held it in 6 quarters since.
WealthPLAN Partners's Innovator US Equity Ultra Buffer ETF March position peaked at $2.75M in Q3 2025.
25 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.