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 Q2	$806K	Hold	19,097	–	–	0.19%	76
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

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

Wood Tarver Financial Group's UMAR Position: Q2 2026 in Review

Wood Tarver Financial Group held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q2 2026 at 19,097 shares worth $806K. The position accounts for 0.19% of the portfolio, ranked #76.

Wood Tarver Financial Group first reported a position in UMAR in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold UMAR as of Q2 2026.

Wood Tarver Financial Group held 19,097 shares of Innovator US Equity Ultra Buffer ETF March worth $806K as of Q2 2026.
Wood Tarver Financial Group left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF March made up 0.19% of Wood Tarver Financial Group's portfolio in Q2 2026, its #76 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 7 quarters since.
86 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.