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

Triad 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
2024
Q3 		– Sell
-3,026
Closed -$96.6K – 863
2024
Q2 		$96.6K Buy
+3,026
New +$93.9K 0.05% 155

Other funds holding UMAY

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Triad Wealth Partners's UMAY Position: Q3 2024 in Review

Triad Wealth Partners sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q3 2024, closing a stake of 3,026 shares — an estimated $96.6K sold.

Triad Wealth Partners first reported a position in UMAY in Q2 2024 and held it in 1 quarter. The position peaked at $96.6K in Q2 2024. 46 funds tracked by Wall St. Rank hold UMAY as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 3,026 Innovator US Equity Ultra Buffer ETF May shares in Q3 2024, an estimated $96.6K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator US Equity Ultra Buffer ETF May position peaked at $96.6K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.