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

Spire 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
2026
Q2 		$2.19M Buy
57,662
+31,797
+123% +$1.2M 0.07% 258
2026
Q1 		$952K Sell
25,865
-4,711
-15% -$173K 0.03% 394
2025
Q4 		$1.12M Sell
30,576
-13,157
-30% -$475K 0.04% 373
2025
Q3 		$1.57M Sell
43,733
-6,805
-13% -$241K 0.05% 288
2025
Q2 		$1.76M Buy
50,538
+42,412
+522% +$1.43M 0.06% 260
2025
Q1 		$272K Sell
8,126
-9,159
-53% -$310K 0.01% 742
2024
Q4 		$581K Sell
17,285
-11,825
-41% -$395K 0.02% 515
2024
Q3 		$961K Buy
29,110
+2
+0% +$65 0.03% 378
2024
Q2 		$929K Buy
29,108
+28,058
+2,672% +$870K 0.03% 354
2024
Q1 		$31.8K Hold
1,050
– – ﹤0.01% 1367
2023
Q4 		$31.1K Hold
1,050
– – ﹤0.01% 1365
2023
Q3 		$29.1K Hold
1,050
– – ﹤0.01% 1366
2023
Q2 		$29.3K Buy
+1,050
New +$28.5K ﹤0.01% 1426

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Spire Wealth Management's UMAY Position: Q2 2026 in Review

Spire Wealth Management increased its Innovator US Equity Ultra Buffer ETF May (UMAY) stake by 123% in Q2 2026, buying an estimated $1.2M and bringing the position to 57,662 shares worth $2.19M. The position accounts for 0.07% of the portfolio, ranked #258.

Spire Wealth Management first reported a position in UMAY in Q2 2023 and has held it in 13 quarters since. 12 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

  • Spire Wealth Management held 57,662 shares of Innovator US Equity Ultra Buffer ETF May worth $2.19M as of Q2 2026.
  • Spire Wealth Management bought 31,797 Innovator US Equity Ultra Buffer ETF May shares in Q2 2026, an estimated $1.2M.
  • Innovator US Equity Ultra Buffer ETF May made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Spire Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2023 and has held it in 13 quarters since.
  • 12 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.