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Merit Financial Group’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Merit Financial Group’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
2026
Q2 		$595K Hold
15,670
– – ﹤0.01% 1396
2026
Q1 		$577K Hold
15,670
– – ﹤0.01% 1294
2025
Q4 		$573K Buy
+15,670
New +$566K ﹤0.01% 1228

Other funds holding UMAY

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Merit Financial Group's UMAY Position: Q2 2026 in Review

Merit Financial Group held its Innovator US Equity Ultra Buffer ETF May (UMAY) position steady in Q2 2026 at 15,670 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Merit Financial Group first reported a position in UMAY in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

  • Merit Financial Group held 15,670 shares of Innovator US Equity Ultra Buffer ETF May worth $595K as of Q2 2026.
  • Merit Financial Group left its Innovator US Equity Ultra Buffer ETF May share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF May made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1396 holding.
  • Merit Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF May in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.