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Savvy Advisors Inc’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Savvy Advisors Inc’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
2026
Q2 		$202K Sell
5,312
-414
-7% -$15.6K ﹤0.01% 1185
2026
Q1 		$211K Buy
+5,726
New +$210K 0.01% 1035

Other funds holding UMAY

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Savvy Advisors Inc's UMAY Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Innovator US Equity Ultra Buffer ETF May (UMAY) stake by 7.2% in Q2 2026, selling an estimated $15.6K and leaving 5,312 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Savvy Advisors Inc first reported a position in UMAY in Q1 2026 and has held it in 2 quarters since. The position peaked at $211K in Q1 2026. 60 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

  • Savvy Advisors Inc held 5,312 shares of Innovator US Equity Ultra Buffer ETF May worth $202K as of Q2 2026.
  • Savvy Advisors Inc sold 414 Innovator US Equity Ultra Buffer ETF May shares in Q2 2026, an estimated $15.6K.
  • Innovator US Equity Ultra Buffer ETF May made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1185 holding.
  • Savvy Advisors Inc first reported a position in Innovator US Equity Ultra Buffer ETF May in Q1 2026 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Innovator US Equity Ultra Buffer ETF May position peaked at $211K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.