Advisornet Financial’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Advisornet Financial’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
2022 Q1	–	Sell	-530	Closed	-$16K	–	2216
2021 Q4	$16K	Hold	530	–	–	﹤0.01%	1361
2021 Q3	$15K	Hold	530	–	–	﹤0.01%	1349
2021 Q2	$15K	Hold	530	–	–	﹤0.01%	1331
2021 Q1	$15K	Buy	+530	New	+$14.8K	﹤0.01%	1274

Other funds holding UMAR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WKSWA

White Knight Strategic Wealth Advisors Princeton, New Jersey $119M AUM 24.94% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Advisornet Financial's UMAR Position: Q1 2022 in Review

Advisornet Financial sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2022, closing a stake of 530 shares — an estimated $16K sold.

Advisornet Financial first reported a position in UMAR in Q1 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 24 funds tracked by Wall St. Rank hold UMAR as of Q1 2022.

Advisornet Financial reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 530 Innovator US Equity Ultra Buffer ETF March shares in Q1 2022, an estimated $16K.
Advisornet Financial first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2021 and held it in 4 quarters.
Advisornet Financial's Innovator US Equity Ultra Buffer ETF March position peaked at $16K in Q4 2021.
24 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.