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Retirement Planning Group (Kansas)’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Retirement Planning Group (Kansas)’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
2024
Q1 		– Sell
-8,910
Closed -$262K – 218
2023
Q4 		$262K Hold
8,910
– – 0.02% 154
2023
Q3 		$247K Hold
8,910
– – 0.03% 138
2023
Q2 		$249K Buy
+8,910
New +$242K 0.02% 142

Other funds holding UMAY

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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Retirement Planning Group (Kansas)'s UMAY Position: Q1 2024 in Review

Retirement Planning Group (Kansas) sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q1 2024, closing a stake of 8,910 shares — an estimated $262K sold.

Retirement Planning Group (Kansas) first reported a position in UMAY in Q2 2023 and held it in 3 quarters. The position peaked at $262K in Q4 2023. 42 funds tracked by Wall St. Rank hold UMAY as of Q1 2024.

  • Retirement Planning Group (Kansas) reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q1 2024 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 8,910 Innovator US Equity Ultra Buffer ETF May shares in Q1 2024, an estimated $262K.
  • Retirement Planning Group (Kansas) first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2023 and held it in 3 quarters.
  • Retirement Planning Group (Kansas)'s Innovator US Equity Ultra Buffer ETF May position peaked at $262K in Q4 2023.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q1 2024.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2024, filed 12 Apr 2024.