RWM
UMAY icon

Riverchase Wealth Management’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Riverchase Wealth Management’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
2025
Q3 		– Sell
-7,463
Closed -$259K – 77
2025
Q2 		$259K Buy
+7,463
New +$251K 0.16% 62

Other funds holding UMAY

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Riverchase Wealth Management's UMAY Position: Q3 2025 in Review

Riverchase Wealth Management sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q3 2025, closing a stake of 7,463 shares — an estimated $259K sold.

Riverchase Wealth Management first reported a position in UMAY in Q2 2025 and held it in 1 quarter. The position peaked at $259K in Q2 2025. 48 funds tracked by Wall St. Rank hold UMAY as of Q3 2025.

  • Riverchase Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q3 2025 after selling out during the quarter.
  • Riverchase Wealth Management sold 7,463 Innovator US Equity Ultra Buffer ETF May shares in Q3 2025, an estimated $259K.
  • Riverchase Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2025 and held it in 1 quarter.
  • Riverchase Wealth Management's Innovator US Equity Ultra Buffer ETF May position peaked at $259K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q3 2025.

Based on Riverchase Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.