William Mack & Associates’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

William Mack & Associates’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	$25.9K	Buy	+600	New	+$25.7K	0.01%	303

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

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.02B AUM 17.76% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

William Mack & Associates's UMAR Position: Q3 2026 in Review

William Mack & Associates opened a new position in Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2026: 600 shares worth $25.9K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings.

76 funds tracked by Wall St. Rank hold UMAR as of Q3 2026.

William Mack & Associates held 600 shares of Innovator US Equity Ultra Buffer ETF March worth $25.9K as of Q3 2026.
Innovator US Equity Ultra Buffer ETF March was a new William Mack & Associates position in Q3 2026.
Innovator US Equity Ultra Buffer ETF March made up 0.01% of William Mack & Associates's portfolio in Q3 2026, its #303 holding.
76 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.