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Heritage Wealth Management (Arizona)’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$39.4K Buy
1,400
+700
+100% +$19.8K 0.01% 542
2022
Q3 		$19K Buy
+700
New +$20.1K 0.01% 544

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 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
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 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

Heritage Wealth Management (Arizona)'s UMAR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 100% in Q4 2022, buying an estimated $19.8K and bringing the position to 1,400 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #542.

Heritage Wealth Management (Arizona) first reported a position in UMAR in Q3 2022 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold UMAR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,400 shares of Innovator US Equity Ultra Buffer ETF March worth $39.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 700 Innovator US Equity Ultra Buffer ETF March shares in Q4 2022, an estimated $19.8K.
  • Innovator US Equity Ultra Buffer ETF March made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #542 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Innovator US Equity Ultra Buffer ETF March in Q3 2022 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.