Wealth Enhancement Advisory Services
UMAY icon

Wealth Enhancement Advisory Services’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q1 		– Sell
-6,971
Closed -$205K – 2571
2023
Q4 		$205K Sell
6,971
-25,283
-78% -$717K ﹤0.01% 2081
2023
Q3 		$892K Buy
+32,254
New +$904K ﹤0.01% 1149

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PCA
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
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CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wealth Enhancement Advisory Services's UMAY Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q1 2024, closing a stake of 6,971 shares — an estimated $205K sold.

Wealth Enhancement Advisory Services first reported a position in UMAY in Q3 2023 and held it in 2 quarters. The position peaked at $892K in Q3 2023. 42 funds tracked by Wall St. Rank hold UMAY as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,971 Innovator US Equity Ultra Buffer ETF May shares in Q1 2024, an estimated $205K.
  • Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF May in Q3 2023 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Innovator US Equity Ultra Buffer ETF May position peaked at $892K in Q3 2023.
  • 42 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.