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Sequoia Financial Advisors’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Sequoia Financial Advisors’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 		$248K Buy
+6,528
New +$245K ﹤0.01% 1818

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Sequoia Financial Advisors's UMAY Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Innovator US Equity Ultra Buffer ETF May (UMAY) in Q2 2026: 6,528 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1818 among its holdings.

12 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

  • Sequoia Financial Advisors held 6,528 shares of Innovator US Equity Ultra Buffer ETF May worth $248K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF May was a new Sequoia Financial Advisors position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF May made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1818 holding.
  • 12 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.