Cambridge Investment Research Advisors’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Cambridge Investment Research Advisors’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
2025 Q3	–	Sell	-7,669	Closed	-$267K	–	3867
2025 Q2	$267K	Buy	7,669 +97	+1%	+$3.26K	﹤0.01%	3078
2025 Q1	$253K	Hold	7,572	–	–	﹤0.01%	3013
2024 Q4	$255K	Sell	7,572 -82	-1%	-$2.74K	﹤0.01%	2986
2024 Q3	$253K	Buy	7,654 +82	+1%	+$2.65K	﹤0.01%	2960
2024 Q2	$242K	Hold	7,572	–	–	﹤0.01%	2879
2024 Q1	$229K	Hold	7,572	–	–	﹤0.01%	2918
2023 Q4	$223K	Sell	7,572 -1,000	-12%	-$28.4K	﹤0.01%	2826
2023 Q3	$237K	Sell	8,572 -5,375	-39%	-$151K	﹤0.01%	2684
2023 Q2	$390K	Sell	13,947 -2,151	-13%	-$58.4K	﹤0.01%	2324
2023 Q1	$431K	Hold	16,098	–	–	﹤0.01%	2194
2022 Q4	$421K	Hold	16,098	–	–	﹤0.01%	2156
2022 Q3	$411K	Sell	16,098 -3,000	-16%	-$79.9K	﹤0.01%	2094
2022 Q2	$496K	Buy	19,098 +8,308	+77%	+$226K	﹤0.01%	1966
2022 Q1	$311K	Sell	10,790 -1,500	-12%	-$42.6K	﹤0.01%	2519
2021 Q4	$354K	Hold	12,290	–	–	﹤0.01%	2378
2021 Q3	$344K	Hold	12,290	–	–	﹤0.01%	2352
2021 Q2	$344K	Buy	+12,290	New	+$340K	﹤0.01%	2370

Other funds holding UMAY

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cambridge Investment Research Advisors's UMAY Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q3 2025, closing a stake of 7,669 shares — an estimated $267K sold.

Cambridge Investment Research Advisors first reported a position in UMAY in Q2 2021 and held it in 17 quarters. The position peaked at $496K in Q2 2022. 48 funds tracked by Wall St. Rank hold UMAY as of Q3 2025.

Cambridge Investment Research Advisors reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q3 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 7,669 Innovator US Equity Ultra Buffer ETF May shares in Q3 2025, an estimated $267K.
Cambridge Investment Research Advisors first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2021 and held it in 17 quarters.
Cambridge Investment Research Advisors's Innovator US Equity Ultra Buffer ETF May position peaked at $496K in Q2 2022.
48 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.