SFP
UMAR icon

Sterling Financial Planning’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-1,141
Closed -$33K – 373
2021
Q3 		$33K Hold
1,141
– – 0.02% 223
2021
Q2 		$33K Hold
1,141
– – 0.02% 212
2021
Q1 		$33K Sell
1,141
-116
-9% -$3.25K 0.02% 188
2020
Q4 		$35K Buy
+1,257
New +$34.5K 0.03% 171

Other funds holding UMAR

AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
WKSWA
White Knight Strategic Wealth Advisors Princeton, New Jersey $119M AUM 24.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Sterling Financial Planning's UMAR Position: Q4 2021 in Review

Sterling Financial Planning sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q4 2021, closing a stake of 1,141 shares — an estimated $33K sold.

Sterling Financial Planning first reported a position in UMAR in Q4 2020 and held it in 4 quarters. The position peaked at $35K in Q4 2020. 20 funds tracked by Wall St. Rank hold UMAR as of Q4 2021.

  • Sterling Financial Planning reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,141 Innovator US Equity Ultra Buffer ETF March shares in Q4 2021, an estimated $33K.
  • Sterling Financial Planning first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Innovator US Equity Ultra Buffer ETF March position peaked at $35K in Q4 2020.
  • 20 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.