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Pinnacle Wealth Management Group’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Pinnacle Wealth Management 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
2021
Q3 		– Sell
-8,800
Closed -$246K – 123
2021
Q2 		$246K Buy
+8,800
New +$244K 0.18% 110

Other funds holding UMAY

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Pinnacle Wealth Management Group's UMAY Position: Q3 2021 in Review

Pinnacle Wealth Management Group sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q3 2021, closing a stake of 8,800 shares — an estimated $246K sold.

Pinnacle Wealth Management Group first reported a position in UMAY in Q2 2021 and held it in 1 quarter. The position peaked at $246K in Q2 2021. 19 funds tracked by Wall St. Rank hold UMAY as of Q3 2021.

  • Pinnacle Wealth Management Group reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q3 2021 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 8,800 Innovator US Equity Ultra Buffer ETF May shares in Q3 2021, an estimated $246K.
  • Pinnacle Wealth Management Group first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2021 and held it in 1 quarter.
  • Pinnacle Wealth Management Group's Innovator US Equity Ultra Buffer ETF May position peaked at $246K in Q2 2021.
  • 19 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q3 2021.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2021, filed 28 Oct 2021.