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Noble Wealth Management PBC’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Noble Wealth Management PBC’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 		$26.6K Hold
700
– – 0.01% 356
2026
Q1 		$25.8K Sell
700
-100
-13% -$3.67K 0.01% 343
2025
Q4 		$29.3K Hold
800
– – 0.01% 330
2025
Q3 		$28.7K Buy
+800
New +$28.3K 0.02% 318
2025
Q1 		$33.5K Buy
1,000
+100
+11% +$3.39K 0.02% 250
2024
Q4 		$30.3K Buy
+900
New +$30.1K 0.02% 239

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Noble Wealth Management PBC's UMAY Position: Q2 2026 in Review

Noble Wealth Management PBC held its Innovator US Equity Ultra Buffer ETF May (UMAY) position steady in Q2 2026 at 700 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #356.

Noble Wealth Management PBC first reported a position in UMAY in Q4 2024 and has held it in 6 quarters since. The position peaked at $33.5K in Q1 2025. 12 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

  • Noble Wealth Management PBC held 700 shares of Innovator US Equity Ultra Buffer ETF May worth $26.6K as of Q2 2026.
  • Noble Wealth Management PBC 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 Noble Wealth Management PBC's portfolio in Q2 2026, its #356 holding.
  • Noble Wealth Management PBC first reported a position in Innovator US Equity Ultra Buffer ETF May in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's Innovator US Equity Ultra Buffer ETF May position peaked at $33.5K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.