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Retirement Guys Formula’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Retirement Guys Formula’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
-7,099
Closed -$214K – 138
2022
Q1 		$214K Hold
7,099
– – 0.14% 127
2021
Q4 		$212K Buy
+7,099
New +$210K 0.17% 106

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

Retirement Guys Formula's UMAR Position: Q2 2022 in Review

Retirement Guys Formula sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2022, closing a stake of 7,099 shares — an estimated $214K sold.

Retirement Guys Formula first reported a position in UMAR in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q1 2022. 25 funds tracked by Wall St. Rank hold UMAR as of Q2 2022.

  • Retirement Guys Formula reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2022 after selling out during the quarter.
  • Retirement Guys Formula sold 7,099 Innovator US Equity Ultra Buffer ETF March shares in Q2 2022, an estimated $214K.
  • Retirement Guys Formula first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2021 and held it in 2 quarters.
  • Retirement Guys Formula's Innovator US Equity Ultra Buffer ETF March position peaked at $214K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2022.

Based on Retirement Guys Formula's 13F filing for Q2 2022, filed 22 Jul 2022.