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Stone House Investment Management’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Stone House Investment 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
2022
Q3 		– Sell
-10,695
Closed -$278K – 47
2022
Q2 		$278K Buy
10,695
+2,300
+27% +$62.6K 0.13% 36
2022
Q1 		$242K Hold
8,395
– – 0.08% 43
2021
Q4 		$242K Buy
8,395
+585
+7% +$16.7K 0.08% 37
2021
Q3 		$218K Hold
7,810
– – 0.09% 36
2021
Q2 		$218K Buy
+7,810
New +$216K 0.09% 36

Other funds holding UMAY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Stone House Investment Management's UMAY Position: Q3 2022 in Review

Stone House Investment Management sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q3 2022, closing a stake of 10,695 shares — an estimated $278K sold.

Stone House Investment Management first reported a position in UMAY in Q2 2021 and held it in 5 quarters. The position peaked at $278K in Q2 2022. 30 funds tracked by Wall St. Rank hold UMAY as of Q3 2022.

  • Stone House Investment Management reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q3 2022 after selling out during the quarter.
  • Stone House Investment Management sold 10,695 Innovator US Equity Ultra Buffer ETF May shares in Q3 2022, an estimated $278K.
  • Stone House Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2021 and held it in 5 quarters.
  • Stone House Investment Management's Innovator US Equity Ultra Buffer ETF May position peaked at $278K in Q2 2022.
  • 30 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q3 2022.

Based on Stone House Investment Management's 13F filing for Q3 2022, filed 12 Oct 2022.