White Knight Strategic Wealth Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

White Knight Strategic Wealth Advisors’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
2023 Q1	–	Sell	-16,520	Closed	-$465K	–	77
2022 Q4	$465K	Sell	16,520 -2,340	-12%	-$66.1K	0.64%	38
2022 Q3	$522K	Sell	18,860 -5,797	-24%	-$166K	0.75%	33
2022 Q2	$692K	Sell	24,657 -6,248	-20%	-$182K	0.96%	29
2022 Q1	$934K	Sell	30,905 -6,050	-16%	-$180K	1.01%	28
2021 Q4	$1.1M	Buy	+36,955	New	+$1.09M	1.15%	26

Other funds holding UMAR

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

White Knight Strategic Wealth Advisors's UMAR Position: Q1 2023 in Review

White Knight Strategic Wealth Advisors sold out of Innovator US Equity Ultra Buffer ETF March (UMAR) in Q1 2023, closing a stake of 16,520 shares — an estimated $465K sold.

White Knight Strategic Wealth Advisors first reported a position in UMAR in Q4 2021 and held it in 5 quarters. The position peaked at $1.1M in Q4 2021. 42 funds tracked by Wall St. Rank hold UMAR as of Q1 2023.

White Knight Strategic Wealth Advisors reported no remaining Innovator US Equity Ultra Buffer ETF March position as of Q1 2023 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 16,520 Innovator US Equity Ultra Buffer ETF March shares in Q1 2023, an estimated $465K.
White Knight Strategic Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF March in Q4 2021 and held it in 5 quarters.
White Knight Strategic Wealth Advisors's Innovator US Equity Ultra Buffer ETF March position peaked at $1.1M in Q4 2021.
42 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF March as of Q1 2023.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.