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Wedbush Securities’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Wedbush Securities’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
Q1 		$657K Hold
16,525
– – 0.02% 595
2025
Q4 		$660K Hold
16,525
– – 0.02% 587
2025
Q3 		$645K Hold
16,525
– – 0.02% 564
2025
Q2 		$622K Buy
16,525
+2,525
+18% +$91.1K 0.02% 558
2025
Q1 		$498K Buy
+14,000
New +$505K 0.02% 614

Other funds holding UMAR

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
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 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 $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Wedbush Securities's UMAR Position: Q1 2026 in Review

Wedbush Securities held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q1 2026 at 16,525 shares worth $657K. The position accounts for 0.02% of the portfolio, ranked #595.

Wedbush Securities first reported a position in UMAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $660K in Q4 2025. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

  • Wedbush Securities held 16,525 shares of Innovator US Equity Ultra Buffer ETF March worth $657K as of Q1 2026.
  • Wedbush Securities left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF March made up 0.02% of Wedbush Securities's portfolio in Q1 2026, its #595 holding.
  • Wedbush Securities first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2025 and has held it in 5 quarters since.
  • Wedbush Securities's Innovator US Equity Ultra Buffer ETF March position peaked at $660K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.