Bank of Montreal
UMAR icon

Bank of Montreal’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Bank of Montreal’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
2024
Q3 		– Sell
-1,000
Closed -$33.7K – 4255
2024
Q2 		$33.7K Hold
1,000
– – ﹤0.01% 3496
2024
Q1 		$32.7K Buy
+1,000
New +$32K ﹤0.01% 3544

Other funds holding UMAR

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Bank of Montreal's UMAR Position: Q3 2024 in Review

Bank of Montreal sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2024, closing a stake of 1,000 shares — an estimated $33.7K sold.

Bank of Montreal first reported a position in UMAR in Q1 2024 and held it in 2 quarters. The position peaked at $33.7K in Q2 2024. 56 funds tracked by Wall St. Rank hold UMAR as of Q3 2024.

  • Bank of Montreal reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Bank of Montreal sold 1,000 Innovator US Equity Ultra Buffer ETF March shares in Q3 2024, an estimated $33.7K.
  • Bank of Montreal first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and held it in 2 quarters.
  • Bank of Montreal's Innovator US Equity Ultra Buffer ETF March position peaked at $33.7K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.