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 Q2	$260K	Buy	6,841 +6,367	+1,343%	+$239K	0.04%	203
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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCA

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthShield Partners's UMAY Position: Q2 2026 in Review

WealthShield Partners increased its Innovator US Equity Ultra Buffer ETF May (UMAY) stake by 1,343% in Q2 2026, buying an estimated $239K and bringing the position to 6,841 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #203.

WealthShield Partners first reported a position in UMAY in Q2 2023 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

WealthShield Partners held 6,841 shares of Innovator US Equity Ultra Buffer ETF May worth $260K as of Q2 2026.
WealthShield Partners bought 6,367 Innovator US Equity Ultra Buffer ETF May shares in Q2 2026, an estimated $239K.
Innovator US Equity Ultra Buffer ETF May made up 0.04% of WealthShield Partners's portfolio in Q2 2026, its #203 holding.
WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2023 and has held it in 7 quarters since.
60 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.