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Chris Bulman’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Chris Bulman’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
2024
Q3 		– Sell
-145
Closed -$4.63K – 366
2024
Q2 		$4.63K Buy
+145
New +$4.5K ﹤0.01% 318

Other funds holding UMAY

PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Chris Bulman's UMAY Position: Q3 2024 in Review

Chris Bulman sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q3 2024, closing a stake of 145 shares — an estimated $4.63K sold.

Chris Bulman first reported a position in UMAY in Q2 2024 and held it in 1 quarter. The position peaked at $4.63K in Q2 2024. 46 funds tracked by Wall St. Rank hold UMAY as of Q3 2024.

  • Chris Bulman reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q3 2024 after selling out during the quarter.
  • Chris Bulman sold 145 Innovator US Equity Ultra Buffer ETF May shares in Q3 2024, an estimated $4.63K.
  • Chris Bulman first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2024 and held it in 1 quarter.
  • Chris Bulman's Innovator US Equity Ultra Buffer ETF May position peaked at $4.63K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.