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WealthPLAN Partners’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-789
Closed -$22.1K – 1114
2023
Q2 		$22.1K Hold
789
– – ﹤0.01% 660
2023
Q1 		$21.1K Buy
+789
New +$20.9K ﹤0.01% 716

Other funds holding UMAY

TWM
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OWA
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HighTower Advisors
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BCM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
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CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return