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Wood Tarver Financial Group’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Wood Tarver Financial Group’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 		$758K Hold
19,097
– – 0.21% 73
2025
Q4 		$762K Hold
19,097
– – 0.21% 72
2025
Q3 		$744K Hold
19,097
– – 0.22% 71
2025
Q2 		$718K Buy
19,097
+1,353
+8% +$48.8K 0.22% 66
2025
Q1 		$631K Hold
17,744
– – 0.21% 65
2024
Q4 		$633K Buy
+17,744
New +$629K 0.21% 63

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

Wood Tarver Financial Group's UMAR Position: Q1 2026 in Review

Wood Tarver Financial Group held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q1 2026 at 19,097 shares worth $758K. The position accounts for 0.21% of the portfolio, ranked #73.

Wood Tarver Financial Group first reported a position in UMAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $762K in Q4 2025. 82 funds tracked by Wall St. Rank hold UMAR as of Q1 2026.

  • Wood Tarver Financial Group held 19,097 shares of Innovator US Equity Ultra Buffer ETF March worth $758K as of Q1 2026.
  • Wood Tarver Financial Group left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF March made up 0.21% of Wood Tarver Financial Group's portfolio in Q1 2026, its #73 holding.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's Innovator US Equity Ultra Buffer ETF March position peaked at $762K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.