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

Avantax 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
2022
Q2 		– Sell
-9,893
Closed -$285K – 1393
2022
Q1 		$285K Buy
+9,893
New +$281K ﹤0.01% 1027

Other funds holding UMAY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Avantax Advisory Services's UMAY Position: Q2 2022 in Review

Avantax Advisory Services sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q2 2022, closing a stake of 9,893 shares — an estimated $285K sold.

Avantax Advisory Services first reported a position in UMAY in Q1 2022 and held it in 1 quarter. The position peaked at $285K in Q1 2022. 33 funds tracked by Wall St. Rank hold UMAY as of Q2 2022.

  • Avantax Advisory Services reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q2 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 9,893 Innovator US Equity Ultra Buffer ETF May shares in Q2 2022, an estimated $285K.
  • Avantax Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF May in Q1 2022 and held it in 1 quarter.
  • Avantax Advisory Services's Innovator US Equity Ultra Buffer ETF May position peaked at $285K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.