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Richard W. Paul & Associates’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Richard W. Paul & 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
2023
Q2 		– Sell
-5
Closed -$144 – 569
2023
Q1 		$144 Hold
5
– – ﹤0.01% 537
2022
Q4 		$141 Buy
+5
New +$141 ﹤0.01% 525

Other funds holding UMAR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Richard W. Paul & Associates's UMAR Position: Q2 2023 in Review

Richard W. Paul & Associates sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2023, closing a stake of 5 shares — an estimated $144 sold.

Richard W. Paul & Associates first reported a position in UMAR in Q4 2022 and held it in 2 quarters. The position peaked at $144 in Q1 2023. 33 funds tracked by Wall St. Rank hold UMAR as of Q2 2023.

  • Richard W. Paul & Associates reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 5 Innovator US Equity Ultra Buffer ETF March shares in Q2 2023, an estimated $144.
  • Richard W. Paul & Associates first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2022 and held it in 2 quarters.
  • Richard W. Paul & Associates's Innovator US Equity Ultra Buffer ETF March position peaked at $144 in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2023.

Based on Richard W. Paul & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.