CFD
UMAY icon

Creative Financial Designs’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Creative Financial Designs’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 		$20K Buy
+527
New +$19.8K ﹤0.01% 1294

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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Financial Designs's UMAY Position: Q2 2026 in Review

Creative Financial Designs opened a new position in Innovator US Equity Ultra Buffer ETF May (UMAY) in Q2 2026: 527 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #1294 among its holdings.

60 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

  • Creative Financial Designs held 527 shares of Innovator US Equity Ultra Buffer ETF May worth $20K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF May was a new Creative Financial Designs position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF May made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1294 holding.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.