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B.O.S.S. Retirement Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

B.O.S.S. Retirement 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
2023
Q2 		– Sell
-11,583
Closed -$333K – 273
2023
Q1 		$333K Buy
11,583
+184
+2% +$5.2K 0.08% 186
2022
Q4 		$321K Buy
+11,399
New +$322K 0.08% 189

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

B.O.S.S. Retirement Advisors's UMAR Position: Q2 2023 in Review

B.O.S.S. Retirement Advisors sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2023, closing a stake of 11,583 shares — an estimated $333K sold.

B.O.S.S. Retirement Advisors first reported a position in UMAR in Q4 2022 and held it in 2 quarters. The position peaked at $333K in Q1 2023. 33 funds tracked by Wall St. Rank hold UMAR as of Q2 2023.

  • B.O.S.S. Retirement Advisors reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 11,583 Innovator US Equity Ultra Buffer ETF March shares in Q2 2023, an estimated $333K.
  • B.O.S.S. Retirement Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2022 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $333K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.