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Great Lakes Retirement’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Great Lakes Retirement’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
2024
Q3 		– Sell
-25
Closed -$857 – 628
2024
Q2 		$857 Buy
+25
New +$819 ﹤0.01% 638
2023
Q2 		– Sell
-16,413
Closed -$471K – 236
2023
Q1 		$471K Buy
+16,413
New +$464K 0.09% 171

Other funds holding UMAR

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Great Lakes Retirement's UMAR Position: Q3 2024 in Review

Great Lakes Retirement sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2024, closing a stake of 25 shares — an estimated $857 sold.

Great Lakes Retirement first reported a position in UMAR in Q1 2023 and held it in 2 quarters. The position peaked at $471K in Q1 2023. 56 funds tracked by Wall St. Rank hold UMAR as of Q3 2024.

  • Great Lakes Retirement reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 25 Innovator US Equity Ultra Buffer ETF March shares in Q3 2024, an estimated $857.
  • Great Lakes Retirement first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2023 and held it in 2 quarters.
  • Great Lakes Retirement's Innovator US Equity Ultra Buffer ETF March position peaked at $471K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.