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 Q2	$901K	Buy	23,703 +2,920	+14%	+$110K	0.01%	597
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

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 New York $82.7B AUM 28.53% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Foundations Investment Advisors's UMAY Position: Q2 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Ultra Buffer ETF May (UMAY) stake by 14% in Q2 2026, buying an estimated $110K and bringing the position to 23,703 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #597.

Foundations Investment Advisors first reported a position in UMAY in Q3 2023 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

Foundations Investment Advisors held 23,703 shares of Innovator US Equity Ultra Buffer ETF May worth $901K as of Q2 2026.
Foundations Investment Advisors bought 2,920 Innovator US Equity Ultra Buffer ETF May shares in Q2 2026, an estimated $110K.
Innovator US Equity Ultra Buffer ETF May made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #597 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF May in Q3 2023 and has held it in 6 quarters since.
60 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.