Tradition Wealth Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Tradition Wealth 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
2021 Q3	–	Sell	-191	Closed	-$6K	–	1221
2021 Q2	$6K	Buy	+191	New	+$5.51K	﹤0.01%	1052
2021 Q1	–	Sell	-50	Closed	-$1K	–	1032
2020 Q4	$1K	Buy	+50	New	+$1.37K	﹤0.01%	1016

Other funds holding UMAR

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AIC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Tradition Wealth Management's UMAR Position: Q3 2021 in Review

Tradition Wealth Management sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q3 2021, closing a stake of 191 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in UMAR in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2021. 20 funds tracked by Wall St. Rank hold UMAR as of Q3 2021.

Tradition Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q3 2021 after selling out during the quarter.
Tradition Wealth Management sold 191 Innovator US Equity Ultra Buffer ETF March shares in Q3 2021, an estimated $6K.
Tradition Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2020 and held it in 2 quarters.
Tradition Wealth Management's Innovator US Equity Ultra Buffer ETF March position peaked at $6K in Q2 2021.
20 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.