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AlphaStar Capital Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

AlphaStar Capital Management’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
2021
Q4 		– Sell
-8,492
Closed -$251K – 412
2021
Q3 		$251K Buy
+8,492
New +$248K 0.02% 337

Other funds holding UMAR

AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
WKSWA
White Knight Strategic Wealth Advisors Princeton, New Jersey $119M AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
FA
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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

AlphaStar Capital Management's UMAR Position: Q4 2021 in Review

AlphaStar Capital Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q4 2021, closing a stake of 8,492 shares — an estimated $251K sold.

AlphaStar Capital Management first reported a position in UMAR in Q3 2021 and held it in 1 quarter. The position peaked at $251K in Q3 2021. 20 funds tracked by Wall St. Rank hold UMAR as of Q4 2021.

  • AlphaStar Capital Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q4 2021 after selling out during the quarter.
  • AlphaStar Capital Management sold 8,492 Innovator US Equity Ultra Buffer ETF March shares in Q4 2021, an estimated $251K.
  • AlphaStar Capital Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q3 2021 and held it in 1 quarter.
  • AlphaStar Capital Management's Innovator US Equity Ultra Buffer ETF March position peaked at $251K in Q3 2021.
  • 20 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q4 2021.

Based on AlphaStar Capital Management's 13F filing for Q4 2021, filed 4 Feb 2022.