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IFP Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

IFP Advisors’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
Q1 		– Sell
-500
Closed -$13K – 4383
2022
Q4 		$13K Hold
500
– – ﹤0.01% 3232
2022
Q3 		$13K Hold
500
– – ﹤0.01% 3479
2022
Q2 		$13K Hold
500
– – ﹤0.01% 3221
2022
Q1 		$13K Buy
+500
New +$14.9K ﹤0.01% 3221
2021
Q2 		– Sell
-653
Closed -$18.9K – 3241
2021
Q1 		$19K Buy
+653
New +$18.3K ﹤0.01% 1880

Other funds holding UMAR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

IFP Advisors's UMAR Position: Q1 2023 in Review

IFP Advisors sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2023, closing a stake of 500 shares — an estimated $13K sold.

IFP Advisors first reported a position in UMAR in Q1 2021 and held it in 5 quarters. The position peaked at $19K in Q1 2021. 42 funds tracked by Wall St. Rank hold UMAR as of Q1 2023.

  • IFP Advisors reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 500 Innovator US Equity Ultra Buffer ETF March shares in Q1 2023, an estimated $13K.
  • IFP Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2021 and held it in 5 quarters.
  • IFP Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $19K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.