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American Portfolios Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

American Portfolios Advisors’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
Q3 		$91.4K Hold
3,300
– – ﹤0.01% 1405
2022
Q2 		$92.7K Hold
3,300
– – ﹤0.01% 1439
2022
Q1 		$99.7K Buy
+3,300
New +$98.3K ﹤0.01% 1510

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

American Portfolios Advisors's UMAR Position: Q3 2022 in Review

American Portfolios Advisors held its Innovator US Equity Ultra Buffer ETF March (UMAR) position steady in Q3 2022 at 3,300 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

American Portfolios Advisors first reported a position in UMAR in Q1 2022 and has held it in 3 quarters since. The position peaked at $99.7K in Q1 2022. 26 funds tracked by Wall St. Rank hold UMAR as of Q3 2022.

  • American Portfolios Advisors held 3,300 shares of Innovator US Equity Ultra Buffer ETF March worth $91.4K as of Q3 2022.
  • American Portfolios Advisors left its Innovator US Equity Ultra Buffer ETF March share count unchanged in Q3 2022.
  • Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1405 holding.
  • American Portfolios Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2022 and has held it in 3 quarters since.
  • American Portfolios Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $99.7K in Q1 2022.
  • 26 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.