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

Kingsview 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
2023
Q4 		– Sell
-7,586
Closed -$210K – 1027
2023
Q3 		$210K Hold
7,586
– – 0.01% 871
2023
Q2 		$212K Buy
+7,586
New +$206K 0.01% 841

Other funds holding UMAY

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Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Kingsview Wealth Management's UMAY Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q4 2023, closing a stake of 7,586 shares — an estimated $210K sold.

Kingsview Wealth Management first reported a position in UMAY in Q2 2023 and held it in 2 quarters. The position peaked at $212K in Q2 2023. 47 funds tracked by Wall St. Rank hold UMAY as of Q4 2023.

  • Kingsview Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 7,586 Innovator US Equity Ultra Buffer ETF May shares in Q4 2023, an estimated $210K.
  • Kingsview Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2023 and held it in 2 quarters.
  • Kingsview Wealth Management's Innovator US Equity Ultra Buffer ETF May position peaked at $212K in Q2 2023.
  • 47 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.