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 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

WealthPLAN Partners's UMAR Position: Q2 2026 in Review

WealthPLAN Partners reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 14% in Q2 2026, selling an estimated $89.6K and leaving 13,746 shares worth $581K. The position accounts for 0.11% of the portfolio, ranked #150.

WealthPLAN Partners first reported a position in UMAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.75M in Q3 2025. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

WealthPLAN Partners held 13,746 shares of Innovator US Equity Ultra Buffer ETF March worth $581K as of Q2 2026.
WealthPLAN Partners sold 2,155 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $89.6K.
Innovator US Equity Ultra Buffer ETF March made up 0.11% of WealthPLAN Partners's portfolio in Q2 2026, its #150 holding.
WealthPLAN Partners first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2025 and has held it in 5 quarters since.
WealthPLAN Partners's Innovator US Equity Ultra Buffer ETF March position peaked at $2.75M in Q3 2025.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.