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Summit Wealth Partners’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Summit Wealth Partners’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
2020
Q4 		– Sell
-8,435
Closed -$225K – 157
2020
Q3 		$225K Hold
8,435
– – 0.07% 138
2020
Q2 		$220K Buy
+8,435
New +$219K 0.07% 134

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KCM
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Wealth Partners's UMAY Position: Q4 2020 in Review

Summit Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q4 2020, closing a stake of 8,435 shares — an estimated $225K sold.

Summit Wealth Partners first reported a position in UMAY in Q2 2020 and held it in 2 quarters. The position peaked at $225K in Q3 2020. 11 funds tracked by Wall St. Rank hold UMAY as of Q4 2020.

  • Summit Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q4 2020 after selling out during the quarter.
  • Summit Wealth Partners sold 8,435 Innovator US Equity Ultra Buffer ETF May shares in Q4 2020, an estimated $225K.
  • Summit Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2020 and held it in 2 quarters.
  • Summit Wealth Partners's Innovator US Equity Ultra Buffer ETF May position peaked at $225K in Q3 2020.
  • 11 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q4 2020.

Based on Summit Wealth Partners's 13F filing for Q4 2020, filed 10 Sep 2024.