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Advisory Alpha’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Advisory Alpha’s Portfolio UMAY Stock Details UMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-581
Closed -$16K – 611
2020
Q3 		$16K Buy
+581
New +$15.5K ﹤0.01% 360

Other funds holding UMAY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha's UMAY Position: Q4 2020 in Review

Advisory Alpha sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q4 2020, closing a stake of 581 shares — an estimated $16K sold.

Advisory Alpha first reported a position in UMAY in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 11 funds tracked by Wall St. Rank hold UMAY as of Q4 2020.

  • Advisory Alpha reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q4 2020 after selling out during the quarter.
  • Advisory Alpha sold 581 Innovator US Equity Ultra Buffer ETF May shares in Q4 2020, an estimated $16K.
  • Advisory Alpha first reported a position in Innovator US Equity Ultra Buffer ETF May in Q3 2020 and held it in 1 quarter.
  • Advisory Alpha's Innovator US Equity Ultra Buffer ETF May position peaked at $16K in Q3 2020.
  • 11 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.