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UMARUMAR
Showing 8 of 14 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in INNOVATOR ETFS TRUST

Yes. AE Wealth Management holds 7,291 shares of UMAR, worth $308,010, as of its Q2 2026 13F filing. It reduced the position by 706 shares (-8.8%) from Q1 2026. AE Wealth Management has held UMAR since Q1 2024, across 10 quarterly 13F filings.

Current Value

$308,010

Current Shares

7,291

Total Value Change

+$41,667

Total Shares Change

-345

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
7,291
-8.8%
$308,0100.0%$42.25
0
2026-Q1
Increased
7,997
+0.6%
$317,8010.0%$39.74
24
2025-Q4
Decreased
7,946
-1.4%
$317,4410.0%$39.95
0
2025-Q3
Increased
8,063
+1.3%
$314,5370.0%$39.01
24
2025-Q2
Decreased
7,963
-1.0%
$299,4880.0%$37.61
0
2025-Q1
Increased
8,046
+16.8%
$286,0350.0%$35.55
27
2024-Q4
Decreased
6,887
-9.8%
$245,7970.0%$35.69
0
2024-Q3
Decreased
7,636
-0.1%
$266,3430.0%$34.88
0

Other major holders of UMAR: OSAIC HOLDINGS, INC., HighTower Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC

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