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Kingsview Wealth Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Kingsview Wealth 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
Q1 		– Sell
-116,642
Closed -$3.24M – 935
2020
Q4 		$3.24M Buy
116,642
+5,835
+5% +$160K 0.23% 102
2020
Q3 		$2.99M Buy
110,807
+3,347
+3% +$90.1K 0.27% 91
2020
Q2 		$2.84M Buy
+107,460
New +$2.79M 0.28% 88

Other funds holding UMAR

AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Kingsview Wealth Management's UMAR Position: Q1 2021 in Review

Kingsview Wealth Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2021, closing a stake of 116,642 shares — an estimated $3.24M sold.

Kingsview Wealth Management first reported a position in UMAR in Q2 2020 and held it in 3 quarters. The position peaked at $3.24M in Q4 2020. 20 funds tracked by Wall St. Rank hold UMAR as of Q1 2021.

  • Kingsview Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 116,642 Innovator US Equity Ultra Buffer ETF March shares in Q1 2021, an estimated $3.24M.
  • Kingsview Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2020 and held it in 3 quarters.
  • Kingsview Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $3.24M in Q4 2020.
  • 20 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2021.

Based on Kingsview Wealth Management's 13F filing for Q1 2021, filed 24 May 2021.