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Spectrum Management Group’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Spectrum Management Group’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
2022
Q2 		– Sell
-1,415
Closed -$43K – 321
2022
Q1 		$43K Hold
1,415
– – 0.01% 166
2021
Q4 		$42K Hold
1,415
– – 0.01% 161
2021
Q3 		$41K Buy
+1,415
New +$41.4K 0.01% 199

Other funds holding UMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WKSWA
White Knight Strategic Wealth Advisors Princeton, New Jersey $119M AUM 24.94% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Spectrum Management Group's UMAR Position: Q2 2022 in Review

Spectrum Management Group sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q2 2022, closing a stake of 1,415 shares — an estimated $43K sold.

Spectrum Management Group first reported a position in UMAR in Q3 2021 and held it in 3 quarters. The position peaked at $43K in Q1 2022. 25 funds tracked by Wall St. Rank hold UMAR as of Q2 2022.

  • Spectrum Management Group reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q2 2022 after selling out during the quarter.
  • Spectrum Management Group sold 1,415 Innovator US Equity Ultra Buffer ETF March shares in Q2 2022, an estimated $43K.
  • Spectrum Management Group first reported a position in Innovator US Equity Ultra Buffer ETF March in Q3 2021 and held it in 3 quarters.
  • Spectrum Management Group's Innovator US Equity Ultra Buffer ETF March position peaked at $43K in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q2 2022.

Based on Spectrum Management Group's 13F filing for Q2 2022, filed 29 Jul 2022.