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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
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's UMAY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovator US Equity Ultra Buffer ETF May (UMAY) in Q3 2023, closing a stake of 789 shares — an estimated $22.1K sold.

WealthPLAN Partners first reported a position in UMAY in Q1 2023 and held it in 2 quarters. The position peaked at $22.1K in Q2 2023. 50 funds tracked by Wall St. Rank hold UMAY as of Q3 2023.

  • WealthPLAN Partners reported no remaining Innovator US Equity Ultra Buffer ETF May position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 789 Innovator US Equity Ultra Buffer ETF May shares in Q3 2023, an estimated $22.1K.
  • WealthPLAN Partners first reported a position in Innovator US Equity Ultra Buffer ETF May in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Innovator US Equity Ultra Buffer ETF May position peaked at $22.1K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.