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Lloyd Advisory Services’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Lloyd Advisory Services’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
2022
Q4 		$1.02M Sell
36,085
-13
-0% -$367 0.71% 31
2022
Q3 		$999K Buy
+36,098
New +$1.04M 0.73% 30

Other funds holding UMAR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Lloyd Advisory Services's UMAR Position: Q4 2022 in Review

Lloyd Advisory Services reduced its Innovator US Equity Ultra Buffer ETF March (UMAR) stake by 0.04% in Q4 2022, selling an estimated $367 and leaving 36,085 shares worth $1.02M. The position accounts for 0.71% of the portfolio, ranked #31.

Lloyd Advisory Services first reported a position in UMAR in Q3 2022 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold UMAR as of Q4 2022.

  • Lloyd Advisory Services held 36,085 shares of Innovator US Equity Ultra Buffer ETF March worth $1.02M as of Q4 2022.
  • Lloyd Advisory Services sold 13 Innovator US Equity Ultra Buffer ETF March shares in Q4 2022, an estimated $367.
  • Innovator US Equity Ultra Buffer ETF March made up 0.71% of Lloyd Advisory Services's portfolio in Q4 2022, its #31 holding.
  • Lloyd Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF March in Q3 2022 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q4 2022.

Based on Lloyd Advisory Services's 13F filing for Q4 2022, filed 27 Jan 2023.