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Ameritas Advisory Services’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-68
Closed -$1.96K – 2398
2023
Q1 		$1.96K Buy
+68
New +$1.92K ﹤0.01% 2394

Other funds holding UMAR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameritas Advisory Services's UMAR Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2023, closing a stake of 68 shares — an estimated $1.96K sold.

Ameritas Advisory Services first reported a position in UMAR in Q1 2023 and held it in 1 quarter. The position peaked at $1.96K in Q1 2023. 33 funds tracked by Wall St. Rank hold UMAR as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 68 Innovator US Equity Ultra Buffer ETF March shares in Q2 2023, an estimated $1.96K.
  • Ameritas Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Innovator US Equity Ultra Buffer ETF March position peaked at $1.96K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.