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TopTier Wealth Management’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

TopTier Wealth 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
2026
Q2 		– Sell
-3,587
Closed -$132K – 692
2026
Q1 		$132K Buy
+3,587
New +$132K 0.08% 151

Other funds holding UMAY

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TopTier Wealth Management's UMAY Position: Q2 2026 in Review

TopTier Wealth Management sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q2 2026, closing a stake of 3,587 shares — an estimated $132K sold.

TopTier Wealth Management first reported a position in UMAY in Q1 2026 and held it in 1 quarter. The position peaked at $132K in Q1 2026. 60 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

  • TopTier Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 3,587 Innovator US Equity Ultra Buffer ETF May shares in Q2 2026, an estimated $132K.
  • TopTier Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF May in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Innovator US Equity Ultra Buffer ETF May position peaked at $132K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.