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Institutional & Family Asset Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-1,107
Closed -$32K – 938
2021
Q3 		$32K Buy
1,107
+47
+4% +$1.38K 0.01% 396
2021
Q2 		$31K Buy
+1,060
New +$30.6K 0.01% 416

Other funds holding UMAR

AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
WKSWA
White Knight Strategic Wealth Advisors Princeton, New Jersey $119M AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Institutional & Family Asset Management's UMAR Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q4 2021, closing a stake of 1,107 shares — an estimated $32K sold.

Institutional & Family Asset Management first reported a position in UMAR in Q2 2021 and held it in 2 quarters. The position peaked at $32K in Q3 2021. 20 funds tracked by Wall St. Rank hold UMAR as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,107 Innovator US Equity Ultra Buffer ETF March shares in Q4 2021, an estimated $32K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Innovator US Equity Ultra Buffer ETF March position peaked at $32K in Q3 2021.
  • 20 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.