Cetera Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Cetera Advisors’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
2024 Q1	$311K	Buy	+9,531	New	+$305K	﹤0.01%	1913

Other funds holding UMAR

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

CVA

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

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

DLHL

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Cetera Advisors's UMAR Position: Q1 2024 in Review

Cetera Advisors opened a new position in Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2024: 9,531 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #1913 among its holdings.

54 funds tracked by Wall St. Rank hold UMAR as of Q1 2024.

Cetera Advisors held 9,531 shares of Innovator US Equity Ultra Buffer ETF March worth $311K as of Q1 2024.
Innovator US Equity Ultra Buffer ETF March was a new Cetera Advisors position in Q1 2024.
Innovator US Equity Ultra Buffer ETF March made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1913 holding.
54 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.