Northwestern Mutual Wealth Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Northwestern Mutual Wealth Management’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	-6,913	Closed	-$233K	–	3858
2024 Q2	$233K	Buy	+6,913	New	+$226K	﹤0.01%	1516
2024 Q1	–	Sell	-5,400	Closed	-$171K	–	3815
2023 Q4	$171K	Buy	+5,400	New	+$165K	﹤0.01%	1565
2022 Q3	–	Sell	-3,251	Closed	-$91K	–	3412
2022 Q2	$91K	Buy	+3,251	New	+$94.5K	﹤0.01%	1683

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 $6.06B AUM 28.9% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's UMAR Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2024, closing a stake of 6,913 shares — an estimated $233K sold.

Northwestern Mutual Wealth Management first reported a position in UMAR in Q2 2022 and held it in 3 quarters. The position peaked at $233K in Q2 2024. 56 funds tracked by Wall St. Rank hold UMAR as of Q3 2024.

Northwestern Mutual Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q3 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 6,913 Innovator US Equity Ultra Buffer ETF March shares in Q3 2024, an estimated $233K.
Northwestern Mutual Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2022 and held it in 3 quarters.
Northwestern Mutual Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $233K in Q2 2024.
56 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.