Wells Fargo’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Wells Fargo’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
2025 Q1	–	Sell	-1,000	Closed	-$35.7K	–	7277
2024 Q4	$35.7K	Hold	1,000	–	–	﹤0.01%	5591
2024 Q3	$34.9K	Buy	+1,000	New	+$34.1K	﹤0.01%	5475

Other funds holding UMAR

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Wells Fargo's UMAR Position: Q1 2025 in Review

Wells Fargo sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2025, closing a stake of 1,000 shares — an estimated $35.7K sold.

Wells Fargo first reported a position in UMAR in Q3 2024 and held it in 2 quarters. The position peaked at $35.7K in Q4 2024. 68 funds tracked by Wall St. Rank hold UMAR as of Q1 2025.

Wells Fargo reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2025 after selling out during the quarter.
Wells Fargo sold 1,000 Innovator US Equity Ultra Buffer ETF March shares in Q1 2025, an estimated $35.7K.
Wells Fargo first reported a position in Innovator US Equity Ultra Buffer ETF March in Q3 2024 and held it in 2 quarters.
Wells Fargo's Innovator US Equity Ultra Buffer ETF March position peaked at $35.7K in Q4 2024.
68 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2025.

Based on Wells Fargo's 13F filing for Q1 2025, filed 13 May 2025.