CVA
UMAY icon

Central Valley Advisors’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Central Valley 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
2026
Q2 		$2.48M Buy
65,205
+9,999
+18% +$376K 0.64% 49
2026
Q1 		$2.03M Sell
55,206
-215
-0.4% -$7.9K 0.55% 53
2025
Q4 		$2.03M Sell
55,421
-1
-0% -$36 0.61% 48
2025
Q3 		$1.99M Sell
55,422
-215
-0.4% -$7.62K 0.62% 50
2025
Q2 		$1.93M Buy
55,637
+38,704
+229% +$1.3M 0.66% 44
2025
Q1 		$567K Buy
16,933
+147
+0.9% +$4.98K 0.21% 76
2024
Q4 		$564K Sell
16,786
-969
-5% -$32.4K 0.26% 73
2024
Q3 		$586K Sell
17,755
-1
-0% -$32 0.33% 63
2024
Q2 		$398K Buy
+17,756
New +$551K 0.17% 79

Other funds holding UMAY

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Central Valley Advisors's UMAY Position: Q2 2026 in Review

Central Valley Advisors increased its Innovator US Equity Ultra Buffer ETF May (UMAY) stake by 18% in Q2 2026, buying an estimated $376K and bringing the position to 65,205 shares worth $2.48M. The position accounts for 0.64% of the portfolio, ranked #49.

Central Valley Advisors first reported a position in UMAY in Q2 2024 and has held it in 9 quarters since. 17 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

  • Central Valley Advisors held 65,205 shares of Innovator US Equity Ultra Buffer ETF May worth $2.48M as of Q2 2026.
  • Central Valley Advisors bought 9,999 Innovator US Equity Ultra Buffer ETF May shares in Q2 2026, an estimated $376K.
  • Innovator US Equity Ultra Buffer ETF May made up 0.64% of Central Valley Advisors's portfolio in Q2 2026, its #49 holding.
  • Central Valley Advisors first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2024 and has held it in 9 quarters since.
  • 17 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.