EMAM
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Encompass More Asset Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Encompass More Asset Management’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
Q4 		– Sell
-61,481
Closed -$2.14M – 222
2024
Q3 		$2.14M Buy
61,481
+40,281
+190% +$1.37M 0.82% 34
2024
Q2 		$714K Buy
21,200
+3,706
+21% +$121K 0.51% 41
2024
Q1 		$571K Buy
+17,494
New +$560K 0.47% 49

Other funds holding UMAR

MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $83.7B AUM 27.22% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $810M AUM 13.94% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Encompass More Asset Management's UMAR Position: Q4 2024 in Review

Encompass More Asset Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q4 2024, closing a stake of 61,481 shares — an estimated $2.14M sold.

Encompass More Asset Management first reported a position in UMAR in Q1 2024 and held it in 3 quarters. The position peaked at $2.14M in Q3 2024. 58 funds tracked by Wall St. Rank hold UMAR as of Q4 2024.

  • Encompass More Asset Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Encompass More Asset Management sold 61,481 Innovator US Equity Ultra Buffer ETF March shares in Q4 2024, an estimated $2.14M.
  • Encompass More Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and held it in 3 quarters.
  • Encompass More Asset Management's Innovator US Equity Ultra Buffer ETF March position peaked at $2.14M in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q4 2024.

Based on Encompass More Asset Management's 13F filing for Q4 2024, filed 21 Jan 2025.