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Raymond James & Associates’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Raymond James & Associates’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
2022
Q2 		– Sell
-9,844
Closed -$297K – 4226
2022
Q1 		$297K Buy
+9,844
New +$293K ﹤0.01% 3422

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WKSWA
White Knight Strategic Wealth Advisors Princeton, New Jersey $119M AUM 24.94% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Raymond James & Associates's UMAR Position: Q2 2022 in Review

Raymond James & Associates sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2022, closing a stake of 9,844 shares — an estimated $297K sold.

Raymond James & Associates first reported a position in UMAR in Q1 2022 and held it in 1 quarter. The position peaked at $297K in Q1 2022. 25 funds tracked by Wall St. Rank hold UMAR as of Q2 2022.

  • Raymond James & Associates reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2022 after selling out during the quarter.
  • Raymond James & Associates sold 9,844 Innovator US Equity Ultra Buffer ETF March shares in Q2 2022, an estimated $297K.
  • Raymond James & Associates first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2022 and held it in 1 quarter.
  • Raymond James & Associates's Innovator US Equity Ultra Buffer ETF March position peaked at $297K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2022.

Based on Raymond James & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.