| 5/20/2026 | Arete Wealth Advisors LLC | 19,031 | $756K | 0.0% | -1.8% | 0.366% | |
| 5/19/2026 | Arete Wealth Advisors LLC | 19,031 | $756K | 0.1% | -1.8% | 0.366% | |
| 5/16/2026 | IMG Wealth Management Inc. | 21,310 | $847K | 0.5% | +1.2% | 0.410% | |
| 5/13/2026 | Cetera Investment Advisers | 62,623 | $2.49M | 0.0% | +3.9% | 1.204% | |
| 5/5/2026 | Three Seasons Wealth LLC | 5,216 | $207K | 0.1% | N/A | 0.100% | |
| 5/4/2026 | Archer Investment Corp | 24,557 | $976K | 0.2% | +5.1% | 0.472% | |
| 5/4/2026 | Chicago Partners Investment Group LLC | 8,429 | $348K | 0.0% | -27.6% | 0.162% | |
| 5/4/2026 | Kellett Wealth Advisors LLC | 47,893 | $1.90M | 1.0% | N/A | 0.921% | |
| 5/1/2026 | WealthShield Partners LLC | 3,345 | $133K | 0.0% | +85.8% | 0.064% | |
| 4/30/2026 | Kestra Advisory Services LLC | 130,049 | $5.17M | 0.0% | +68.5% | 2.501% | |
Get the Latest News and Ratings for UMAR and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Innovator U.S. Equity Ultra Buffer ETF - March and its competitors with MarketBeat's FREE daily newsletter.
|
| 4/29/2026 | WealthPLAN Partners LLC | 15,901 | $632K | 0.1% | -33.8% | 0.306% | |
| 4/29/2026 | Advance Capital Management Inc. | 6,510 | $259K | 0.0% | -31.9% | 0.125% | |
| 4/28/2026 | Berger Financial Group Inc | 57,907 | $2.30M | 0.1% | +87.9% | 1.114% | |
| 4/24/2026 | Impact Partnership Wealth LLC | 22,471 | $893K | 0.1% | -2.4% | 0.432% | |
| 4/23/2026 | Caliber Wealth Management LLC KS | 138,550 | $5.51M | 0.6% | N/A | 2.664% | |
| 4/21/2026 | KFG Wealth Management LLC | 192,335 | $7.64M | 1.0% | +49.3% | 3.699% | |
| 4/20/2026 | Riverchase Wealth Management LLC | 15,684 | $623K | 0.3% | N/A | 0.302% | |
| 4/18/2026 | BCS Wealth Management | 10,718 | $426K | 0.1% | -50.0% | 0.206% | |
| 4/17/2026 | Brookstone Capital Management | 24,366 | $968K | 0.0% | -2.5% | 0.469% | |
| 4/16/2026 | Ballast Rock Private Wealth LLC | 14,499 | $576K | 0.3% | +3.5% | 0.279% | |
| 2/19/2026 | BFI Wealth Solutions LLC | 6,600 | $264K | 0.3% | N/A | 0.127% | |
| 2/18/2026 | OLD Mission Capital LLC | 35,051 | $1.40M | 0.0% | N/A | 0.674% | |
| 2/17/2026 | Cetera Investment Advisers | 60,261 | $2.41M | 0.0% | -2.3% | 1.159% | |
| 2/17/2026 | Kovack Advisors Inc. | 23,292 | $930K | 0.0% | N/A | 0.448% | |
| 2/17/2026 | Osaic Holdings Inc. | 81,583 | $3.26M | 0.0% | -6.1% | 1.569% | |
| 2/17/2026 | Royal Bank of Canada | 1,495 | $60K | 0.0% | N/A | 0.029% | |
| 2/16/2026 | Barclays PLC | 1,087 | $43K | 0.0% | -53.9% | 0.021% | |
| 2/16/2026 | Aptus Capital Advisors LLC | 4,475 | $179K | 0.0% | +22.6% | 0.086% | |
| 2/13/2026 | Arete Wealth Advisors LLC | 19,381 | $775K | 0.0% | -1.5% | 0.373% | |
| 2/13/2026 | Kestra Advisory Services LLC | 77,174 | $3.08M | 0.0% | -0.4% | 1.484% | |
| 2/12/2026 | Commonwealth Equity Services LLC | 83,089 | $3.32M | 0.0% | -3.1% | 1.598% | |
| 2/12/2026 | Steward Partners Investment Advisory LLC | 1,482 | $59K | 0.0% | -16.6% | 0.029% | |
| 2/12/2026 | WealthPLAN Partners LLC | 24,023 | $960K | 0.1% | -66.0% | 0.462% | |
| 2/12/2026 | Kovack Advisors Inc. | 23,290 | $930K | 0.0% | N/A | 0.448% | |
| 2/11/2026 | LPL Financial LLC | 11,905 | $476K | 0.0% | -23.9% | 0.229% | |
| 2/10/2026 | Impact Partnership Wealth LLC | 23,035 | $920K | 0.1% | -2.5% | 0.443% | |
| 2/10/2026 | Foundations Investment Advisors LLC | 22,065 | $881K | 0.0% | +44.2% | 0.424% | |
| 2/5/2026 | WealthPlan Investment Management LLC | 43,978 | $1.76M | 0.1% | -85.0% | 0.846% | |
| 2/5/2026 | Sound Portfolio Advisors LLC | 12,319 | $492K | 0.4% | N/A | 0.237% | |
| 2/5/2026 | IMG Wealth Management Inc. | 21,060 | $841K | 0.5% | +13.7% | 0.405% | |
SPCX Warning - and Worst News for Stocks in 50 Years (Ad) Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock.
According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits. Learn how to prepare your portfolio for what's coming next |
| 2/4/2026 | Ballast Rock Private Wealth LLC | 14,002 | $559K | 0.3% | N/A | 0.269% | |
| 2/3/2026 | MGO One Seven LLC | 186,285 | $7.44M | 0.2% | -21.3% | 3.582% | |
| 2/3/2026 | Retirement Planning Group LLC | 8,303 | $332K | 0.0% | -2.9% | 0.160% | |
| 1/30/2026 | Archer Investment Corp | 23,360 | $933K | 0.2% | -1.8% | 0.449% | |
| 1/30/2026 | Strategic Blueprint LLC | 9,833 | $393K | 0.0% | -4.8% | 0.189% | |
| 1/28/2026 | Milestone Asset Management LLC | 5,705 | $228K | 0.0% | -18.5% | 0.110% | |
| 1/26/2026 | BCS Wealth Management | 21,436 | $856K | 0.1% | +100.0% | 0.412% | |
| 1/21/2026 | MBL Wealth LLC | 29,665 | $1.19M | 0.1% | -1.7% | 0.570% | |
| 1/21/2026 | KFG Wealth Management LLC | 128,794 | $5.15M | 0.7% | -12.2% | 2.477% | |
| 1/20/2026 | Savvy Advisors Inc. | 5,886 | $235K | 0.0% | N/A | 0.113% | |
| 1/20/2026 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 137,406 | $5.49M | 0.3% | -6.8% | 2.642% | |
| 1/16/2026 | CRA Financial Services LLC | 10,755 | $430K | 0.1% | -16.7% | 0.207% | |
| 1/15/2026 | Brookstone Capital Management | 24,992 | $998K | 0.0% | -98.4% | 0.481% | |
| 1/14/2026 | Lantz Financial LLC | 193,935 | $7.75M | 1.6% | -0.6% | 3.730% | |
| 1/14/2026 | Spire Wealth Management | 41,601 | $1.66M | 0.1% | -22.9% | 0.800% | |
| 1/12/2026 | Central Valley Advisors LLC | 68,431 | $2.73M | 0.8% | -0.4% | 1.316% | |
| 1/7/2026 | Sagespring Wealth Partners LLC | 11,954 | $478K | 0.0% | -15.8% | 0.230% | |
| 1/6/2026 | Hiley Hunt Wealth Management | 5,066 | $202K | 0.1% | -16.5% | 0.097% | |
| 1/1/2026 | JPMorgan Chase & Co. | 4,877 | $190K | 0.0% | N/A | 0.094% | |
| 11/17/2025 | Susquehanna International Group LLP | 47,925 | $1.87M | 0.0% | +166.0% | 0.922% | |
| 11/17/2025 | Citadel Advisors LLC | 14,099 | $550K | 0.0% | N/A | 0.271% | |
| 11/14/2025 | Raymond James Financial Inc. | 45,107 | $1.76M | 0.0% | -31.7% | 0.867% | |
| 11/12/2025 | Aptus Capital Advisors LLC | 3,650 | $142K | 0.0% | -18.4% | 0.070% | |
| 11/12/2025 | Arete Wealth Advisors LLC | 19,667 | $767K | 0.0% | -16.0% | 0.378% | |
| 11/7/2025 | JPMorgan Chase & Co. | 4,877 | $190K | 0.0% | N/A | 0.094% | |
| 11/6/2025 | Lantz Financial LLC | 195,164 | $7.61M | 1.7% | -0.4% | 3.753% | |
| 11/5/2025 | Envestnet Asset Management Inc. | 21,799 | $850K | 0.0% | -29.9% | 0.419% | |
| 11/4/2025 | Meridian Wealth Management LLC | 13,941 | $544K | 0.0% | -16.2% | 0.268% | |
| 11/3/2025 | Impact Partnership Wealth LLC | 23,628 | $922K | 0.1% | -38.6% | 0.454% | |
| 11/3/2025 | Foundations Investment Advisors LLC | 15,298 | $597K | 0.0% | +176.5% | 0.294% | |
| 10/31/2025 | Trek Financial LLC | 11,713 | $457K | 0.0% | -28.2% | 0.225% | |
| 10/29/2025 | Arkadios Wealth Advisors | 11,143 | $435K | 0.0% | +8.4% | 0.214% | |
| 10/27/2025 | WealthPLAN Partners LLC | 70,569 | $2.75M | 0.4% | +10.3% | 1.357% | |
| 10/27/2025 | WealthPlan Investment Management LLC | 292,553 | $11.41M | 0.8% | +24.9% | 5.626% | |
| 10/27/2025 | Retirement Planning Group LLC | 8,554 | $334K | 0.0% | -11.2% | 0.165% | |
| 10/27/2025 | Financial Network Wealth Advisors LLC | 3,146 | $123K | 0.1% | -7.9% | 0.061% | |
| 10/24/2025 | MGO One Seven LLC | 236,835 | $9.24M | 0.2% | -4.6% | 4.555% | |
| 10/23/2025 | Spire Wealth Management | 53,943 | $2.10M | 0.1% | -17.3% | 1.037% | |
| 10/21/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 147,410 | $5.75M | 0.3% | +8.7% | 2.835% | |
| 10/20/2025 | Chris Bulman Inc | 6,038 | $236K | 0.1% | N/A | 0.116% | |
| 10/16/2025 | MBL Wealth LLC | 30,165 | $1.18M | 0.1% | -1.0% | 0.580% | |
| 10/15/2025 | Brookstone Capital Management | 1,555,883 | $60.70M | 0.7% | +0.1% | 29.921% | |
| 10/10/2025 | Advance Capital Management Inc. | 9,327 | $364K | 0.0% | -12.0% | 0.179% | |
| 10/7/2025 | KFG Wealth Management LLC | 146,701 | $5.72M | 0.8% | -1.8% | 2.821% | |
| 10/2/2025 | Hiley Hunt Wealth Management | 6,066 | $237K | 0.1% | -29.5% | 0.117% | |
| 9/4/2025 | Osaic Holdings Inc. | 89,170 | $3.35M | 0.0% | +10.1% | 1.715% | |
| 8/15/2025 | MML Investors Services LLC | 16,569 | $623K | 0.0% | +129.7% | 0.319% | |
| 8/15/2025 | IHT Wealth Management LLC | 83,230 | $3.13M | 0.1% | -19.0% | 1.601% | |
| 8/15/2025 | Garden State Investment Advisory Services LLC | 9,100 | $342K | 0.1% | N/A | 0.175% | |
| 8/14/2025 | Raymond James Financial Inc. | 65,998 | $2.48M | 0.0% | +126.0% | 1.269% | |
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad) The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions. See the 5 stocks to avoid |
| 8/13/2025 | Trek Financial LLC | 16,313 | $614K | 0.0% | -5.5% | 0.314% | |
| 8/12/2025 | Tableaux LLC | 62,936 | $2.37M | 0.2% | N/A | 1.210% | |
| 8/12/2025 | Archer Investment Corp | 23,823 | $896K | 0.2% | +2.3% | 0.458% | |
| 8/8/2025 | Cetera Investment Advisers | 54,703 | $2.06M | 0.0% | +8.6% | 1.052% | |
| 8/8/2025 | Meridian Wealth Management LLC | 16,629 | $625K | 0.0% | +112.0% | 0.320% | |
| 8/8/2025 | Foundations Investment Advisors LLC | 5,533 | $208K | 0.0% | N/A | 0.106% | |
| 8/5/2025 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 135,566 | $5.10M | 0.5% | +9.6% | 2.607% | |
| 8/4/2025 | Impact Partnership Wealth LLC | 38,473 | $1.45M | 0.3% | +8.8% | 0.740% | |
| 8/4/2025 | Spire Wealth Management | 65,191 | $2.45M | 0.1% | -28.3% | 1.254% | |
| 8/4/2025 | Arkadios Wealth Advisors | 10,279 | $387K | 0.0% | N/A | 0.198% | |