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Cornerstone Planning Group’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Cornerstone Planning Group’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
Q4 		– Sell
-690
Closed -$19.1K – 1026
2023
Q3 		$19.1K Buy
+690
New +$19.3K 0.01% 309

Other funds holding UMAY

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cornerstone Planning Group's UMAY Position: Q4 2023 in Review

Cornerstone Planning Group sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q4 2023, closing a stake of 690 shares — an estimated $19.1K sold.

Cornerstone Planning Group first reported a position in UMAY in Q3 2023 and held it in 1 quarter. The position peaked at $19.1K in Q3 2023. 47 funds tracked by Wall St. Rank hold UMAY as of Q4 2023.

  • Cornerstone Planning Group reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 690 Innovator US Equity Ultra Buffer ETF May shares in Q4 2023, an estimated $19.1K.
  • Cornerstone Planning Group first reported a position in Innovator US Equity Ultra Buffer ETF May in Q3 2023 and held it in 1 quarter.
  • Cornerstone Planning Group's Innovator US Equity Ultra Buffer ETF May position peaked at $19.1K in Q3 2023.
  • 47 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.