UBS Group
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UBS Group’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

UBS Group’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
-278
Closed -$10.2K – 11067
2026
Q1 		$10.2K Buy
278
+57
+26% +$2.09K ﹤0.01% 8377
2025
Q4 		$8.08K Buy
+221
New +$7.99K ﹤0.01% 8396
2025
Q2 		– Sell
-164
Closed -$5.49K – 10848
2025
Q1 		$5.49K Buy
164
+56
+52% +$1.9K ﹤0.01% 8988
2024
Q4 		$3.63K Sell
108
-1,136
-91% -$37.9K ﹤0.01% 8848
2024
Q3 		$41K Buy
1,244
+1,213
+3,913% +$39.2K ﹤0.01% 6944
2024
Q2 		$989 Sell
31
-56
-64% -$1.74K ﹤0.01% 8706
2024
Q1 		$2.63K Sell
87
-970
-92% -$29K ﹤0.01% 7858
2023
Q4 		$31.1K Buy
+1,057
New +$30K ﹤0.01% 6825
2023
Q3 		– Sell
-3,227
Closed -$90.2K – 9985
2023
Q2 		$90.2K Buy
3,227
+1,694
+111% +$46K ﹤0.01% 6095
2023
Q1 		$41.1K Sell
1,533
-1,249
-45% -$33.1K ﹤0.01% 6589
2022
Q4 		$72.7K Sell
2,782
-287
-9% -$7.53K ﹤0.01% 6405
2022
Q3 		$78K Buy
3,069
+1,710
+126% +$45.6K ﹤0.01% 5935
2022
Q2 		$35K Sell
1,359
-422
-24% -$11.5K ﹤0.01% 6228
2022
Q1 		$51K Buy
1,781
+117
+7% +$3.32K ﹤0.01% 6484
2021
Q4 		$48K Buy
1,664
+331
+25% +$9.43K ﹤0.01% 6943
2021
Q3 		$37K Buy
+1,333
New +$37.6K ﹤0.01% 6577
2021
Q2 		– Sell
-562
Closed -$16K – 9843
2021
Q1 		$16K Sell
562
-67
-11% -$1.84K ﹤0.01% 7584
2020
Q4 		$17K Buy
629
+100
+19% +$2.71K ﹤0.01% 7065
2020
Q3 		$14K Sell
529
-671
-56% -$17.8K ﹤0.01% 6595
2020
Q2 		$31K Buy
+1,200
New +$31.1K ﹤0.01% 6251

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

UBS Group's UMAY Position: Q2 2026 in Review

UBS Group sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q2 2026, closing a stake of 278 shares — an estimated $10.2K sold.

UBS Group first reported a position in UMAY in Q2 2020 and held it in 20 quarters. The position peaked at $90.2K in Q2 2023. 60 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

  • UBS Group reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 278 Innovator US Equity Ultra Buffer ETF May shares in Q2 2026, an estimated $10.2K.
  • UBS Group first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2020 and held it in 20 quarters.
  • UBS Group's Innovator US Equity Ultra Buffer ETF May position peaked at $90.2K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.