Visionary Wealth Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Visionary Wealth Advisors’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
2024 Q1	–	Sell	-9,159	Closed	-$289K	–	505
2023 Q4	$289K	Hold	9,159	–	–	0.02%	399
2023 Q3	$273K	Hold	9,159	–	–	0.02%	382
2023 Q2	$275K	Hold	9,159	–	–	0.02%	377
2023 Q1	$263K	Buy	+9,159	New	+$259K	0.02%	373

Other funds holding UMAR

ACM

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DLHL

Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Visionary Wealth Advisors's UMAR Position: Q1 2024 in Review

Visionary Wealth Advisors sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2024, closing a stake of 9,159 shares — an estimated $289K sold.

Visionary Wealth Advisors first reported a position in UMAR in Q1 2023 and held it in 4 quarters. The position peaked at $289K in Q4 2023. 54 funds tracked by Wall St. Rank hold UMAR as of Q1 2024.

Visionary Wealth Advisors reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 9,159 Innovator US Equity Ultra Buffer ETF March shares in Q1 2024, an estimated $289K.
Visionary Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q1 2023 and held it in 4 quarters.
Visionary Wealth Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $289K in Q4 2023.
54 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2024.

Based on Visionary Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.