HFA
UMAY icon

Hoover Financial Advisors’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Hoover Financial 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
2021
Q2 		$5.96M Buy
213,070
+7,160
+3% +$198K 1.06% 22
2021
Q1 		$5.67M Buy
+205,910
New +$5.66M 1.06% 21

Other funds holding UMAY

HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Hoover Financial Advisors's UMAY Position: Q2 2021 in Review

Hoover Financial Advisors increased its Innovator US Equity Ultra Buffer ETF May (UMAY) stake by 3.5% in Q2 2021, buying an estimated $198K and bringing the position to 213,070 shares worth $5.96M. The position accounts for 1.06% of the portfolio, ranked #22.

Hoover Financial Advisors first reported a position in UMAY in Q1 2021 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold UMAY as of Q2 2021.

  • Hoover Financial Advisors held 213,070 shares of Innovator US Equity Ultra Buffer ETF May worth $5.96M as of Q2 2021.
  • Hoover Financial Advisors bought 7,160 Innovator US Equity Ultra Buffer ETF May shares in Q2 2021, an estimated $198K.
  • Innovator US Equity Ultra Buffer ETF May made up 1.06% of Hoover Financial Advisors's portfolio in Q2 2021, its #22 holding.
  • Hoover Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF May in Q1 2021 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.