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Wealthquest’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Wealthquest’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
2022
Q4 		– Sell
-16,789
Closed -$468K – 131
2022
Q3 		$468K Hold
16,789
– – 0.07% 79
2022
Q2 		$466K Hold
16,789
– – 0.07% 77
2022
Q1 		$508K Hold
16,789
– – 0.08% 80
2021
Q4 		$508K Buy
+16,789
New +$496K 0.08% 80

Other funds holding UMAR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthquest's UMAR Position: Q4 2022 in Review

Wealthquest sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q4 2022, closing a stake of 16,789 shares — an estimated $468K sold.

Wealthquest first reported a position in UMAR in Q4 2021 and held it in 4 quarters. The position peaked at $508K in Q1 2022. 33 funds tracked by Wall St. Rank hold UMAR as of Q4 2022.

  • Wealthquest reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q4 2022 after selling out during the quarter.
  • Wealthquest sold 16,789 Innovator US Equity Ultra Buffer ETF March shares in Q4 2022, an estimated $468K.
  • Wealthquest first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2021 and held it in 4 quarters.
  • Wealthquest's Innovator US Equity Ultra Buffer ETF March position peaked at $508K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q4 2022.

Based on Wealthquest's 13F filing for Q4 2022, filed 10 Feb 2023.