SPC
UMAR icon

Sigma Planning Corp’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Sigma Planning Corp’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
2024
Q2 		– Sell
-23,525
Closed -$768K – 1271
2024
Q1 		$768K Buy
+23,525
New +$753K 0.02% 595

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sigma Planning Corp's UMAR Position: Q2 2024 in Review

Sigma Planning Corp sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2024, closing a stake of 23,525 shares — an estimated $768K sold.

Sigma Planning Corp first reported a position in UMAR in Q1 2024 and held it in 1 quarter. The position peaked at $768K in Q1 2024. 64 funds tracked by Wall St. Rank hold UMAR as of Q2 2024.

  • Sigma Planning Corp reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 23,525 Innovator US Equity Ultra Buffer ETF March shares in Q2 2024, an estimated $768K.
  • Sigma Planning Corp first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2024 and held it in 1 quarter.
  • Sigma Planning Corp's Innovator US Equity Ultra Buffer ETF March position peaked at $768K in Q1 2024.
  • 64 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.