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Mariner Independent Advisor Network’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Mariner Independent Advisor Network’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
2022
Q1 		– Sell
-22,253
Closed -$641K – 533
2021
Q4 		$641K Sell
22,253
-350
-2% -$9.97K 0.03% 376
2021
Q3 		$633K Sell
22,603
-2,893
-11% -$81.5K 0.03% 377
2021
Q2 		$713K Buy
+25,496
New +$706K 0.03% 387

Other funds holding UMAY

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Mariner Independent Advisor Network's UMAY Position: Q1 2022 in Review

Mariner Independent Advisor Network sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q1 2022, closing a stake of 22,253 shares — an estimated $641K sold.

Mariner Independent Advisor Network first reported a position in UMAY in Q2 2021 and held it in 3 quarters. The position peaked at $713K in Q2 2021. 20 funds tracked by Wall St. Rank hold UMAY as of Q1 2022.

  • Mariner Independent Advisor Network reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q1 2022 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 22,253 Innovator US Equity Ultra Buffer ETF May shares in Q1 2022, an estimated $641K.
  • Mariner Independent Advisor Network first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2021 and held it in 3 quarters.
  • Mariner Independent Advisor Network's Innovator US Equity Ultra Buffer ETF May position peaked at $713K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q1 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2022, filed 10 May 2022.