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VisionPoint Advisory Group’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

VisionPoint Advisory Group’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
2023
Q4 		– Sell
-1,983
Closed -$59.1K – 886
2023
Q3 		$59.1K Buy
+1,983
New +$59.8K 0.03% 232

Other funds holding UMAR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

VisionPoint Advisory Group's UMAR Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q4 2023, closing a stake of 1,983 shares — an estimated $59.1K sold.

VisionPoint Advisory Group first reported a position in UMAR in Q3 2023 and held it in 1 quarter. The position peaked at $59.1K in Q3 2023. 35 funds tracked by Wall St. Rank hold UMAR as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,983 Innovator US Equity Ultra Buffer ETF March shares in Q4 2023, an estimated $59.1K.
  • VisionPoint Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF March in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Innovator US Equity Ultra Buffer ETF March position peaked at $59.1K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.