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Cary Street Partners Investment Advisory’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q2 		– Sell
-1,500
Closed -$40.2K – 1792
2023
Q1 		$40.2K Buy
+1,500
New +$39.8K ﹤0.01% 801

Other funds holding UMAY

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Cary Street Partners Investment Advisory's UMAY Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q2 2023, closing a stake of 1,500 shares — an estimated $40.2K sold.

Cary Street Partners Investment Advisory first reported a position in UMAY in Q1 2023 and held it in 1 quarter. The position peaked at $40.2K in Q1 2023. 49 funds tracked by Wall St. Rank hold UMAY as of Q2 2023.

  • Cary Street Partners Investment Advisory reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q2 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,500 Innovator US Equity Ultra Buffer ETF May shares in Q2 2023, an estimated $40.2K.
  • Cary Street Partners Investment Advisory first reported a position in Innovator US Equity Ultra Buffer ETF May in Q1 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Innovator US Equity Ultra Buffer ETF May position peaked at $40.2K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.