Stone House Investment Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Stone House Investment Management’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
2023 Q1	–	Sell	-16,365	Closed	-$461K	–	317
2022 Q4	$461K	Sell	16,365 -1,385	-8%	-$39.1K	0.16%	32
2022 Q3	$492K	Buy	17,750 +805	+5%	+$23.1K	0.23%	26
2022 Q2	$476K	Buy	+16,945	New	+$492K	0.22%	27
2021 Q4	–	Sell	-7,275	Closed	-$212K	–	46
2021 Q3	$212K	Hold	7,275	–	–	0.08%	38
2021 Q2	$212K	Buy	+7,275	New	+$210K	0.08%	38

Other funds holding UMAR

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stone House Investment Management's UMAR Position: Q1 2023 in Review

Stone House Investment Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2023, closing a stake of 16,365 shares — an estimated $461K sold.

Stone House Investment Management first reported a position in UMAR in Q2 2021 and held it in 5 quarters. The position peaked at $492K in Q3 2022. 42 funds tracked by Wall St. Rank hold UMAR as of Q1 2023.

Stone House Investment Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2023 after selling out during the quarter.
Stone House Investment Management sold 16,365 Innovator US Equity Ultra Buffer ETF March shares in Q1 2023, an estimated $461K.
Stone House Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q2 2021 and held it in 5 quarters.
Stone House Investment Management's Innovator US Equity Ultra Buffer ETF March position peaked at $492K in Q3 2022.
42 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2023.

Based on Stone House Investment Management's 13F filing for Q1 2023, filed 26 Apr 2023.