AssuredPartners Investment Advisors’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

AssuredPartners Investment Advisors’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
2026 Q1	–	Sell	-8,292	Closed	-$303K	–	432
2025 Q4	$303K	Buy	+8,292	New	+$300K	0.05%	277

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssuredPartners Investment Advisors's UMAY Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q1 2026, closing a stake of 8,292 shares — an estimated $303K sold.

AssuredPartners Investment Advisors first reported a position in UMAY in Q4 2025 and held it in 1 quarter. The position peaked at $303K in Q4 2025. 45 funds tracked by Wall St. Rank hold UMAY as of Q1 2026.

AssuredPartners Investment Advisors reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q1 2026 after selling out during the quarter.
AssuredPartners Investment Advisors sold 8,292 Innovator US Equity Ultra Buffer ETF May shares in Q1 2026, an estimated $303K.
AssuredPartners Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF May in Q4 2025 and held it in 1 quarter.
AssuredPartners Investment Advisors's Innovator US Equity Ultra Buffer ETF May position peaked at $303K in Q4 2025.
45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.