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

Maia Wealth’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
2024
Q3 		– Sell
-8,345
Closed -$285K – 295
2024
Q2 		$285K Buy
+8,345
New +$273K 0.09% 166

Other funds holding UMAR

ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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 $71.6B AUM 21.08% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Maia Wealth's UMAR Position: Q3 2024 in Review

Maia Wealth sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2024, closing a stake of 8,345 shares — an estimated $285K sold.

Maia Wealth first reported a position in UMAR in Q2 2024 and held it in 1 quarter. The position peaked at $285K in Q2 2024. 56 funds tracked by Wall St. Rank hold UMAR as of Q3 2024.

  • Maia Wealth reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Maia Wealth sold 8,345 Innovator US Equity Ultra Buffer ETF March shares in Q3 2024, an estimated $285K.
  • Maia Wealth first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • Maia Wealth's Innovator US Equity Ultra Buffer ETF March position peaked at $285K in Q2 2024.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2024.

Based on Maia Wealth's 13F filing for Q3 2024, filed 30 Oct 2024.