Raymond James Financial Services Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Raymond James Financial Services Advisors’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	-31,887	Closed	-$963K	–	3429
2022 Q1	$963K	Buy	+31,887	New	+$950K	﹤0.01%	1978

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

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Raymond James Financial Services Advisors's UMAR Position: Q2 2022 in Review

Raymond James Financial Services Advisors sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2022, closing a stake of 31,887 shares — an estimated $963K sold.

Raymond James Financial Services Advisors first reported a position in UMAR in Q1 2022 and held it in 1 quarter. The position peaked at $963K in Q1 2022. 25 funds tracked by Wall St. Rank hold UMAR as of Q2 2022.

Raymond James Financial Services Advisors reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2022 after selling out during the quarter.
Raymond James Financial Services Advisors sold 31,887 Innovator US Equity Ultra Buffer ETF March shares in Q2 2022, an estimated $963K.
Raymond James Financial Services Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2022 and held it in 1 quarter.
Raymond James Financial Services Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $963K 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 Financial Services Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.