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Madison Wealth Partners’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Madison Wealth Partners’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
Q2 		– Sell
-7,001
Closed -$211K – 89
2022
Q1 		$211K Hold
7,001
– – 0.12% 76
2021
Q4 		$209K Sell
7,001
-339
-5% -$10K 0.11% 73
2021
Q3 		$214K Hold
7,340
– – 0.12% 68
2021
Q2 		$214K Buy
+7,340
New +$212K 0.12% 68

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WKSWA
White Knight Strategic Wealth Advisors Princeton, New Jersey $119M AUM 24.94% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Madison Wealth Partners's UMAR Position: Q2 2022 in Review

Madison Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2022, closing a stake of 7,001 shares — an estimated $211K sold.

Madison Wealth Partners first reported a position in UMAR in Q2 2021 and held it in 4 quarters. The position peaked at $214K in Q3 2021. 25 funds tracked by Wall St. Rank hold UMAR as of Q2 2022.

  • Madison Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2022 after selling out during the quarter.
  • Madison Wealth Partners sold 7,001 Innovator US Equity Ultra Buffer ETF March shares in Q2 2022, an estimated $211K.
  • Madison Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2021 and held it in 4 quarters.
  • Madison Wealth Partners's Innovator US Equity Ultra Buffer ETF March position peaked at $214K in Q3 2021.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2022.

Based on Madison Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.