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Evolution Wealth Management’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Evolution Wealth Management’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 		$87.9K Buy
2,314
+1,714
+286% +$64.4K 0.05% 228
2026
Q1 		$22.1K Hold
600
– – 0.02% 406
2025
Q4 		$21.9K Hold
600
– – 0.02% 345
2025
Q3 		$21.5K Buy
+600
New +$21.3K 0.02% 295

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

Evolution Wealth Management's UMAY Position: Q2 2026 in Review

Evolution Wealth Management increased its Innovator US Equity Ultra Buffer ETF May (UMAY) stake by 286% in Q2 2026, buying an estimated $64.4K and bringing the position to 2,314 shares worth $87.9K. The position accounts for 0.05% of the portfolio, ranked #228.

Evolution Wealth Management first reported a position in UMAY in Q3 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

  • Evolution Wealth Management held 2,314 shares of Innovator US Equity Ultra Buffer ETF May worth $87.9K as of Q2 2026.
  • Evolution Wealth Management bought 1,714 Innovator US Equity Ultra Buffer ETF May shares in Q2 2026, an estimated $64.4K.
  • Innovator US Equity Ultra Buffer ETF May made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Evolution Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF May in Q3 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.