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

WealthShield 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	$124K	Sell	2,947 -398	-12%	-$16.6K	0.02%	245
2026 Q1	$133K	Buy	3,345 +1,545	+86%	+$62.1K	0.01%	382
2025 Q4	$71.9K	Hold	1,800	–	–	0.01%	419
2025 Q3	$70.2K	Hold	1,800	–	–	0.01%	420
2025 Q2	$67.7K	Hold	1,800	–	–	0.01%	411
2025 Q1	$64K	Hold	1,800	–	–	0.01%	404
2024 Q4	$64.2K	Hold	1,800	–	–	0.01%	372
2024 Q3	$62.8K	Hold	1,800	–	–	0.01%	378
2024 Q2	$60.6K	Hold	1,800	–	–	0.01%	351
2024 Q1	$58.8K	Hold	1,800	–	–	0.01%	345
2023 Q4	$56.9K	Hold	1,800	–	–	0.01%	355
2023 Q3	$53.7K	Hold	1,800	–	–	0.01%	371
2023 Q2	$54.1K	Hold	1,800	–	–	0.01%	380
2023 Q1	$51.7K	Buy	+1,800	New	+$50.8K	0.01%	374

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

WealthShield Partners's UMAR Position: Q2 2026 in Review

WealthShield Partners reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 12% in Q2 2026, selling an estimated $16.6K and leaving 2,947 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #245.

WealthShield Partners first reported a position in UMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $133K in Q1 2026. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

WealthShield Partners held 2,947 shares of Innovator US Equity Ultra Buffer ETF March worth $124K as of Q2 2026.
WealthShield Partners sold 398 Innovator US Equity Ultra Buffer ETF March shares in Q2 2026, an estimated $16.6K.
Innovator US Equity Ultra Buffer ETF March made up 0.02% of WealthShield Partners's portfolio in Q2 2026, its #245 holding.
WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2023 and has held it in 14 quarters since.
WealthShield Partners's Innovator US Equity Ultra Buffer ETF March position peaked at $133K in Q1 2026.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.