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Triumph Capital Management’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Triumph Capital 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
2023
Q1 		– Sell
-12,908
Closed -$337K – 232
2022
Q4 		$337K Buy
12,908
+2,227
+21% +$58.5K 0.18% 129
2022
Q3 		$272K Buy
+10,681
New +$285K 0.15% 140

Other funds holding UMAY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Triumph Capital Management's UMAY Position: Q1 2023 in Review

Triumph Capital Management sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q1 2023, closing a stake of 12,908 shares — an estimated $337K sold.

Triumph Capital Management first reported a position in UMAY in Q3 2022 and held it in 2 quarters. The position peaked at $337K in Q4 2022. 39 funds tracked by Wall St. Rank hold UMAY as of Q1 2023.

  • Triumph Capital Management reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q1 2023 after selling out during the quarter.
  • Triumph Capital Management sold 12,908 Innovator US Equity Ultra Buffer ETF May shares in Q1 2023, an estimated $337K.
  • Triumph Capital Management first reported a position in Innovator US Equity Ultra Buffer ETF May in Q3 2022 and held it in 2 quarters.
  • Triumph Capital Management's Innovator US Equity Ultra Buffer ETF May position peaked at $337K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q1 2023.

Based on Triumph Capital Management's 13F filing for Q1 2023, filed 8 May 2023.