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Belpointe Asset Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Belpointe Asset Management’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
-52
Closed -$1.49K – 3223
2023
Q1 		$1.49K Buy
52
+2
+4% +$56 ﹤0.01% 3392
2022
Q4 		$1.41K Buy
+50
New +$1.41K ﹤0.01% 3366

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

Belpointe Asset Management's UMAR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2023, closing a stake of 52 shares — an estimated $1.49K sold.

Belpointe Asset Management first reported a position in UMAR in Q4 2022 and held it in 2 quarters. The position peaked at $1.49K in Q1 2023. 33 funds tracked by Wall St. Rank hold UMAR as of Q2 2023.

  • Belpointe Asset Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 52 Innovator US Equity Ultra Buffer ETF March shares in Q2 2023, an estimated $1.49K.
  • Belpointe Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Innovator US Equity Ultra Buffer ETF March position peaked at $1.49K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.