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

IFP 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
2025
Q3 		– Sell
-500
Closed -$17.4K – 4942
2025
Q2 		$17.4K Sell
500
-138
-22% -$4.64K ﹤0.01% 2623
2025
Q1 		$21.4K Hold
638
– – ﹤0.01% 2266
2024
Q4 		$21.4K Hold
638
– – ﹤0.01% 2216
2024
Q3 		$21.1K Hold
638
– – ﹤0.01% 2125
2024
Q2 		$20.4K Hold
638
– – ﹤0.01% 2074
2024
Q1 		$19.3K Sell
638
-600
-48% -$17.9K ﹤0.01% 1984
2023
Q4 		$36.4K Sell
1,238
-1,435
-54% -$40.7K ﹤0.01% 1669
2023
Q3 		$74K Sell
2,673
-5,250
-66% -$147K ﹤0.01% 1399
2023
Q2 		$221K Sell
7,923
-14,459
-65% -$393K 0.01% 967
2023
Q1 		$570K Sell
22,382
-27,320
-55% -$724K 0.02% 557
2022
Q4 		$1.26M Sell
49,702
-750
-1% -$19.7K 0.03% 532
2022
Q3 		$1.28M Hold
50,452
– – 0.03% 553
2022
Q2 		$1.28M Hold
50,452
– – 0.04% 498
2022
Q1 		$1.28M Sell
50,452
-30,785
-38% -$874K 0.04% 498
2021
Q4 		$2.34M Buy
81,237
+6,708
+9% +$191K 0.05% 222
2021
Q3 		$2.09M Sell
74,529
-4,090
-5% -$115K 0.04% 252
2021
Q2 		$2.2M Buy
78,619
+7,443
+10% +$206K 0.05% 225
2021
Q1 		$1.97M Buy
71,176
+13,618
+24% +$374K 0.04% 222
2020
Q4 		$1.58M Buy
57,558
+1,846
+3% +$49.9K 0.06% 251
2020
Q3 		$1.49M Buy
55,712
+4,216
+8% +$112K 0.09% 216
2020
Q2 		$1.34M Buy
+51,496
New +$1.34M 0.11% 203

Other funds holding UMAY

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFP Advisors's UMAY Position: Q3 2025 in Review

IFP Advisors sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q3 2025, closing a stake of 500 shares — an estimated $17.4K sold.

IFP Advisors first reported a position in UMAY in Q2 2020 and held it in 21 quarters. The position peaked at $2.34M in Q4 2021. 48 funds tracked by Wall St. Rank hold UMAY as of Q3 2025.

  • IFP Advisors reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 500 Innovator US Equity Ultra Buffer ETF May shares in Q3 2025, an estimated $17.4K.
  • IFP Advisors first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2020 and held it in 21 quarters.
  • IFP Advisors's Innovator US Equity Ultra Buffer ETF May position peaked at $2.34M in Q4 2021.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.