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Glovista Investments’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Glovista Investments’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
2023
Q2 		– Sell
-328,110
Closed -$9.39M – 48
2023
Q1 		$9.39M Buy
+328,110
New +$9.27M 5.71% 5

Other funds holding UMAR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Glovista Investments's UMAR Position: Q2 2023 in Review

Glovista Investments sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2023, closing a stake of 328,110 shares — an estimated $9.39M sold.

Glovista Investments first reported a position in UMAR in Q1 2023 and held it in 1 quarter. The position peaked at $9.39M in Q1 2023. 33 funds tracked by Wall St. Rank hold UMAR as of Q2 2023.

  • Glovista Investments reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • Glovista Investments sold 328,110 Innovator US Equity Ultra Buffer ETF March shares in Q2 2023, an estimated $9.39M.
  • Glovista Investments first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2023 and held it in 1 quarter.
  • Glovista Investments's Innovator US Equity Ultra Buffer ETF March position peaked at $9.39M in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2023.

Based on Glovista Investments's 13F filing for Q2 2023, filed 16 Aug 2023.