Keystone Wealth Services’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Keystone Wealth Services’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 Q1	–	Sell	-14,553	Closed	-$581K	–	323
2025 Q4	$581K	Buy	+14,553	New	+$526K	0.12%	131

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Keystone Wealth Services's UMAY Position: Q1 2026 in Review

Keystone Wealth Services sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q1 2026, closing a stake of 14,553 shares — an estimated $581K sold.

Keystone Wealth Services first reported a position in UMAY in Q4 2025 and held it in 1 quarter. The position peaked at $581K in Q4 2025. 45 funds tracked by Wall St. Rank hold UMAY as of Q1 2026.

Keystone Wealth Services reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q1 2026 after selling out during the quarter.
Keystone Wealth Services sold 14,553 Innovator US Equity Ultra Buffer ETF May shares in Q1 2026, an estimated $581K.
Keystone Wealth Services first reported a position in Innovator US Equity Ultra Buffer ETF May in Q4 2025 and held it in 1 quarter.
Keystone Wealth Services's Innovator US Equity Ultra Buffer ETF May position peaked at $581K in Q4 2025.
45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.