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Focus Partners Advisor Solutions’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Focus Partners Advisor Solutions’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
Q4 		– Sell
-14,710
Closed -$531K – 1263
2025
Q3 		$531K Buy
14,710
+7,355
+100% +$261K 0.01% 718
2025
Q2 		$256K Buy
+7,355
New +$247K ﹤0.01% 933

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
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Focus Partners Advisor Solutions's UMAY Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q4 2025, closing a stake of 14,710 shares — an estimated $531K sold.

Focus Partners Advisor Solutions first reported a position in UMAY in Q2 2025 and held it in 2 quarters. The position peaked at $531K in Q3 2025. 44 funds tracked by Wall St. Rank hold UMAY as of Q4 2025.

  • Focus Partners Advisor Solutions reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 14,710 Innovator US Equity Ultra Buffer ETF May shares in Q4 2025, an estimated $531K.
  • Focus Partners Advisor Solutions first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2025 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's Innovator US Equity Ultra Buffer ETF May position peaked at $531K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.