Lido Advisors
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Lido Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Lido Advisors’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
2023
Q1 		– Sell
-9,400
Closed -$265K – 1253
2022
Q4 		$265K Buy
+9,400
New +$266K ﹤0.01% 826

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PCA
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lido Advisors's UMAR Position: Q1 2023 in Review

Lido Advisors sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2023, closing a stake of 9,400 shares — an estimated $265K sold.

Lido Advisors first reported a position in UMAR in Q4 2022 and held it in 1 quarter. The position peaked at $265K in Q4 2022. 42 funds tracked by Wall St. Rank hold UMAR as of Q1 2023.

  • Lido Advisors reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2023 after selling out during the quarter.
  • Lido Advisors sold 9,400 Innovator US Equity Ultra Buffer ETF March shares in Q1 2023, an estimated $265K.
  • Lido Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2022 and held it in 1 quarter.
  • Lido Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $265K in Q4 2022.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.