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Money Concepts Capital’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,810
Closed -$51K – 2743
2022
Q4 		$51K Buy
+1,810
New +$51.1K ﹤0.01% 1235
2022
Q1 		– Sell
-2,059
Closed -$61K – 2780
2021
Q4 		$61K Buy
+2,059
New +$60.9K 0.01% 586
2021
Q1 		$59K Buy
+2,059
New +$57.6K ﹤0.01% 559

Other funds holding UMAR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Money Concepts Capital's UMAR Position: Q1 2023 in Review

Money Concepts Capital sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2023, closing a stake of 1,810 shares — an estimated $51K sold.

Money Concepts Capital first reported a position in UMAR in Q1 2021 and held it in 3 quarters. The position peaked at $61K in Q4 2021. 42 funds tracked by Wall St. Rank hold UMAR as of Q1 2023.

  • Money Concepts Capital reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,810 Innovator US Equity Ultra Buffer ETF March shares in Q1 2023, an estimated $51K.
  • Money Concepts Capital first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2021 and held it in 3 quarters.
  • Money Concepts Capital's Innovator US Equity Ultra Buffer ETF March position peaked at $61K in Q4 2021.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.