DHJJ Financial Advisors’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

DHJJ Financial 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
2025 Q2	–	Sell	-315	Closed	-$10.5K	–	990
2025 Q1	$10.5K	Sell	315 -155	-33%	-$5.25K	﹤0.01%	504
2024 Q4	$15.8K	Hold	470	–	–	0.01%	447
2024 Q3	$15.5K	Hold	470	–	–	0.01%	440
2024 Q2	$15K	Hold	470	–	–	0.01%	410
2024 Q1	$14.2K	Hold	470	–	–	0.01%	404
2023 Q4	$13.8K	Hold	470	–	–	0.01%	402
2023 Q3	$13K	Buy	+470	New	+$13.2K	0.01%	401

Other funds holding UMAY

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

CVA

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

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

KWM

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

DHJJ Financial Advisors's UMAY Position: Q2 2025 in Review

DHJJ Financial Advisors sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q2 2025, closing a stake of 315 shares — an estimated $10.5K sold.

DHJJ Financial Advisors first reported a position in UMAY in Q3 2023 and held it in 7 quarters. The position peaked at $15.8K in Q4 2024. 46 funds tracked by Wall St. Rank hold UMAY as of Q2 2025.

DHJJ Financial Advisors reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q2 2025 after selling out during the quarter.
DHJJ Financial Advisors sold 315 Innovator US Equity Ultra Buffer ETF May shares in Q2 2025, an estimated $10.5K.
DHJJ Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF May in Q3 2023 and held it in 7 quarters.
DHJJ Financial Advisors's Innovator US Equity Ultra Buffer ETF May position peaked at $15.8K in Q4 2024.
46 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2025.

Based on DHJJ Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.