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

Ameritas Advisory Services’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
2025
Q4 		– Sell
-727
Closed -$26.1K – 2043
2025
Q3 		$26.1K Hold
727
– – ﹤0.01% 1346
2025
Q2 		$25.3K Buy
+727
New +$24.4K ﹤0.01% 1636
2023
Q2 		– Sell
-788
Closed -$21.1K – 2399
2023
Q1 		$21.1K Buy
+788
New +$20.9K ﹤0.01% 1619

Other funds holding UMAY

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameritas Advisory Services's UMAY Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q4 2025, closing a stake of 727 shares — an estimated $26.1K sold.

Ameritas Advisory Services first reported a position in UMAY in Q1 2023 and held it in 3 quarters. The position peaked at $26.1K in Q3 2025. 44 funds tracked by Wall St. Rank hold UMAY as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 727 Innovator US Equity Ultra Buffer ETF May shares in Q4 2025, an estimated $26.1K.
  • Ameritas Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF May in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Innovator US Equity Ultra Buffer ETF May position peaked at $26.1K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.