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Stratos Wealth Advisors’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Stratos Wealth Advisors’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
2025
Q1 		– Sell
-10,071
Closed -$339K – 749
2024
Q4 		$339K Hold
10,071
– – 0.02% 559
2024
Q3 		$332K Sell
10,071
-2,104
-17% -$67.9K 0.02% 589
2024
Q2 		$389K Buy
+12,175
New +$378K 0.02% 524

Other funds holding UMAY

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Stratos Wealth Advisors's UMAY Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q1 2025, closing a stake of 10,071 shares — an estimated $339K sold.

Stratos Wealth Advisors first reported a position in UMAY in Q2 2024 and held it in 3 quarters. The position peaked at $389K in Q2 2024. 47 funds tracked by Wall St. Rank hold UMAY as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 10,071 Innovator US Equity Ultra Buffer ETF May shares in Q1 2025, an estimated $339K.
  • Stratos Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2024 and held it in 3 quarters.
  • Stratos Wealth Advisors's Innovator US Equity Ultra Buffer ETF May position peaked at $389K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.