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

WealthShield 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
2026 Q1	$17.5K	Hold	474	–	–	﹤0.01%	508
2025 Q4	$17.3K	Hold	474	–	–	﹤0.01%	488
2025 Q3	$17K	Hold	474	–	–	﹤0.01%	485
2025 Q2	$16.5K	Buy	+474	New	+$15.9K	﹤0.01%	478
2023 Q4	–	Sell	-2,406	Closed	-$66.6K	–	507
2023 Q3	$66.6K	Hold	2,406	–	–	0.01%	360
2023 Q2	$67.2K	Buy	+2,406	New	+$65.3K	0.01%	362

Other funds holding UMAY

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WealthShield Partners's UMAY Position: Q1 2026 in Review

WealthShield Partners held its Innovator US Equity Ultra Buffer ETF May (UMAY) position steady in Q1 2026 at 474 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

WealthShield Partners first reported a position in UMAY in Q2 2023 and has held it in 6 quarters since. The position peaked at $67.2K in Q2 2023. 45 funds tracked by Wall St. Rank hold UMAY as of Q1 2026.

WealthShield Partners held 474 shares of Innovator US Equity Ultra Buffer ETF May worth $17.5K as of Q1 2026.
WealthShield Partners left its Innovator US Equity Ultra Buffer ETF May share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF May made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #508 holding.
WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2023 and has held it in 6 quarters since.
WealthShield Partners's Innovator US Equity Ultra Buffer ETF May position peaked at $67.2K in Q2 2023.
45 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.