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O'Connor Financial Group’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

O'Connor 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 		$1.27M Buy
+33,343
New +$1.25M 0.45% 28
2025
Q4 		– Sell
-8,666
Closed -$311K – 65
2025
Q3 		$311K Sell
8,666
-70
-0.8% -$2.48K 0.13% 52
2025
Q2 		$306K Buy
+8,736
New +$294K 0.14% 50
2025
Q1 		– Sell
-7,307
Closed -$246K – 59
2024
Q4 		$246K Hold
7,307
– – 0.13% 51
2024
Q3 		$241K Hold
7,307
– – 0.13% 47
2024
Q2 		$233K Buy
+7,307
New +$227K 0.14% 45

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
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
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

O'Connor Financial Group's UMAY Position: Q2 2026 in Review

O'Connor Financial Group opened a new position in Innovator US Equity Ultra Buffer ETF May (UMAY) in Q2 2026: 33,343 shares worth $1.27M. The stake represents 0.45% of the portfolio and ranks #28 among its holdings. This is a return to the name: O'Connor Financial Group previously reported a position in UMAY as recently as Q3 2025.

O'Connor Financial Group first reported a position in UMAY in Q2 2024 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

  • O'Connor Financial Group held 33,343 shares of Innovator US Equity Ultra Buffer ETF May worth $1.27M as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF May was a new O'Connor Financial Group position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF May made up 0.45% of O'Connor Financial Group's portfolio in Q2 2026, its #28 holding.
  • O'Connor Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2024 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

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