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

Institutional & Family Asset 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
2021
Q4 		– Sell
-540
Closed -$15K – 939
2021
Q3 		$15K Hold
540
– – ﹤0.01% 498
2021
Q2 		$15K Buy
+540
New +$15K ﹤0.01% 531

Other funds holding UMAY

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return

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

Institutional & Family Asset Management sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q4 2021, closing a stake of 540 shares — an estimated $15K sold.

Institutional & Family Asset Management first reported a position in UMAY in Q2 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2021. 22 funds tracked by Wall St. Rank hold UMAY as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 540 Innovator US Equity Ultra Buffer ETF May shares in Q4 2021, an estimated $15K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Innovator US Equity Ultra Buffer ETF May position peaked at $15K in Q3 2021.
  • 22 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q4 2021.

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