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Blue Bell Private Wealth Management’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Blue Bell Private Wealth Management’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
2021
Q2 		– Sell
-73
Closed -$2K – 194
2021
Q1 		$2K Buy
+73
New +$2.01K ﹤0.01% 169

Other funds holding UMAY

HFA
Hoover Financial Advisors Malvern, Pennsylvania $562M AUM 37.9% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Blue Bell Private Wealth Management's UMAY Position: Q2 2021 in Review

Blue Bell Private Wealth Management sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q2 2021, closing a stake of 73 shares — an estimated $2K sold.

Blue Bell Private Wealth Management first reported a position in UMAY in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 23 funds tracked by Wall St. Rank hold UMAY as of Q2 2021.

  • Blue Bell Private Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q2 2021 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 73 Innovator US Equity Ultra Buffer ETF May shares in Q2 2021, an estimated $2K.
  • Blue Bell Private Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF May in Q1 2021 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Innovator US Equity Ultra Buffer ETF May position peaked at $2K in Q1 2021.
  • 23 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2021.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.