Foundations Investment Advisors’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Foundations Investment 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
2026 Q1	$765K	Buy	20,783 +323	+2%	+$11.9K	0.01%	593
2025 Q4	$748K	Buy	20,460 +7,402	+57%	+$267K	0.01%	589
2025 Q3	$468K	Buy	+13,058	New	+$463K	0.01%	672
2024 Q1	–	Sell	-15,190	Closed	-$452K	–	759
2023 Q4	$452K	Hold	15,190	–	–	0.01%	458
2023 Q3	$420K	Buy	+15,190	New	+$426K	0.01%	430

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 $390M AUM 20.62% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CRWM

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Foundations Investment Advisors's UMAY Position: Q1 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Ultra Buffer ETF May (UMAY) stake by 1.6% in Q1 2026, buying an estimated $11.9K and bringing the position to 20,783 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #593.

Foundations Investment Advisors first reported a position in UMAY in Q3 2023 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold UMAY as of Q1 2026.

Foundations Investment Advisors held 20,783 shares of Innovator US Equity Ultra Buffer ETF May worth $765K as of Q1 2026.
Foundations Investment Advisors bought 323 Innovator US Equity Ultra Buffer ETF May shares in Q1 2026, an estimated $11.9K.
Innovator US Equity Ultra Buffer ETF May made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #593 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF May in Q3 2023 and has held it in 5 quarters since.
45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.