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tru Independence’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

tru Independence’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
-7,899
Closed -$206K – 125
2022
Q4 		$206K Buy
+7,899
New +$207K 0.07% 113

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 $1.62B AUM 27.01% 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 $2B AUM 27.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

tru Independence's UMAY Position: Q1 2023 in Review

tru Independence sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q1 2023, closing a stake of 7,899 shares — an estimated $206K sold.

tru Independence first reported a position in UMAY in Q4 2022 and held it in 1 quarter. The position peaked at $206K in Q4 2022. 39 funds tracked by Wall St. Rank hold UMAY as of Q1 2023.

  • tru Independence reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q1 2023 after selling out during the quarter.
  • tru Independence sold 7,899 Innovator US Equity Ultra Buffer ETF May shares in Q1 2023, an estimated $206K.
  • tru Independence first reported a position in Innovator US Equity Ultra Buffer ETF May in Q4 2022 and held it in 1 quarter.
  • tru Independence's Innovator US Equity Ultra Buffer ETF May position peaked at $206K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q1 2023.

Based on tru Independence's 13F filing for Q1 2023, filed 25 Apr 2023.