IMG Wealth Management’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

IMG Wealth Management’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
2026 Q2	$433K	Buy	11,400 +334	+3%	+$12.6K	0.24%	56
2026 Q1	$407K	Sell	11,066 -5	-0%	-$184	0.26%	53
2025 Q4	$405K	Buy	11,071 +1,363	+14%	+$49.2K	0.26%	56
2025 Q3	$348K	Hold	9,708	–	–	0.24%	50
2025 Q2	$337K	Sell	9,708 -643	-6%	-$21.6K	0.26%	49
2025 Q1	$347K	Buy	10,351 +148	+1%	+$5.01K	0.31%	40
2024 Q4	$343K	Buy	+10,203	New	+$341K	0.32%	40

Other funds holding UMAY

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IMG Wealth Management's UMAY Position: Q2 2026 in Review

IMG Wealth Management increased its Innovator US Equity Ultra Buffer ETF May (UMAY) stake by 3% in Q2 2026, buying an estimated $12.6K and bringing the position to 11,400 shares worth $433K. The position accounts for 0.24% of the portfolio, ranked #56.

IMG Wealth Management first reported a position in UMAY in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

IMG Wealth Management held 11,400 shares of Innovator US Equity Ultra Buffer ETF May worth $433K as of Q2 2026.
IMG Wealth Management bought 334 Innovator US Equity Ultra Buffer ETF May shares in Q2 2026, an estimated $12.6K.
Innovator US Equity Ultra Buffer ETF May made up 0.24% of IMG Wealth Management's portfolio in Q2 2026, its #56 holding.
IMG Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF May in Q4 2024 and has held it in 7 quarters since.
60 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.