Larson Financial Group’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Larson Financial Group’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	$6.85K	Hold	186	–	–	﹤0.01%	2446
2025 Q4	$6.8K	Hold	186	–	–	﹤0.01%	2328
2025 Q3	$6.67K	Hold	186	–	–	﹤0.01%	2239
2025 Q2	$6.46K	Hold	186	–	–	﹤0.01%	1988
2025 Q1	$6.23K	Hold	186	–	–	﹤0.01%	1823
2024 Q4	$6.25K	Hold	186	–	–	﹤0.01%	1611
2024 Q3	$6.14K	Hold	186	–	–	﹤0.01%	1628
2024 Q2	$5.94K	Sell	186 -84	-31%	-$2.61K	﹤0.01%	1406
2024 Q1	$8.17K	Sell	270 -544	-67%	-$16.3K	﹤0.01%	1093
2023 Q4	$23.9K	Sell	814 -10	-1%	-$284	﹤0.01%	808
2023 Q3	$22.8K	Hold	824	–	–	﹤0.01%	784
2023 Q2	$23K	Sell	824 -315	-28%	-$8.55K	﹤0.01%	706
2023 Q1	$30.5K	Buy	1,139 +547	+92%	+$14.5K	﹤0.01%	643
2022 Q4	$15.5K	Buy	+592	New	+$15.5K	﹤0.01%	755

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

Larson Financial Group's UMAY Position: Q1 2026 in Review

Larson Financial Group held its Innovator US Equity Ultra Buffer ETF May (UMAY) position steady in Q1 2026 at 186 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Larson Financial Group first reported a position in UMAY in Q4 2022 and has held it in 14 quarters since. The position peaked at $30.5K in Q1 2023. 45 funds tracked by Wall St. Rank hold UMAY as of Q1 2026.

Larson Financial Group held 186 shares of Innovator US Equity Ultra Buffer ETF May worth $6.85K as of Q1 2026.
Larson Financial Group left its Innovator US Equity Ultra Buffer ETF May share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF May made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2446 holding.
Larson Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF May in Q4 2022 and has held it in 14 quarters since.
Larson Financial Group's Innovator US Equity Ultra Buffer ETF May position peaked at $30.5K in Q1 2023.
45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.