UMAY

Innovator U.S. Equity Ultra Buffer ETFInnovator
$36.79-0.04 (-0.10%)Close
AUM$58.0M
Expense Ratio0.79%
NAV$36.81
Holdings6
InceptionApr 30, 2020

Price Chart

Key Statistics

Previous Close

$36.83

Day Range

$36.69$36.79

52-Week Range

$30.71$36.91

Avg Volume

2.6K

Dividend Yield

N/A

Expense Ratio

0.79%

AUM

$58.0M

Shares Outstanding

1.6M

Sector Breakdown

SectorWeight %
Technology33.08%
Financial Services12.26%
Communication Services10.73%
Consumer Cyclical10.11%
Healthcare9.84%
Industrials8.66%
Consumer Defensive5.43%
Energy3.48%
Utilities2.49%
Real Estate1.98%
Basic Materials1.93%
Cash & Others0.01%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Issuer
Innovator
Category
Technology
Subcategory
S&P 500
Inception Date
Apr 30, 2020
Exchange
BATS
Description
The Innovator U.S. Equity Ultra Buffer ETF seeks to track the return of the SPDR S&P 500 ETF Trust (SPY), up to a predetermined cap, while buffering investors against losses from -5% to -35% over the outcome period. The ETF can be held indefinitely, resetting at the end of each outcome period, approximately annually.

Similar ETFs

SymbolNameAUMExpense RatioHoldings
VTIVanguard Total Stock Market ETF$2.10T0.03%3,598
VOOVanguard S&P 500 ETF$1.50T0.03%505
IVViShares Core S&P 500 ETF$733.16B0.03%503
SPYState Street SPDR S&P 500 ETF Trust$677.71B0.09%503
QQQInvesco QQQ Trust, Series 1$392.45B0.18%102

The Innovator U.S. Equity Ultra Buffer ETF (UMAY) is an exchange-traded fund issued by Innovator that launched on Apr 30, 2020. It currently manages $58.0M in assets under management. The fund charges an expense ratio of 0.79%. The fund holds 6 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1SPY 04/30/2026 5.53 C91.02%949$63.5M
2SPY 04/30/2026 624.36 C8.38%-949$-5852843
3SPY 04/30/2026 526.81 P0.25%949$173K
4US BANK MMDA - USBGFS 9 09/01/20370.24%167,907$168K
5Cash & Other0.07%-48,319$-48319
6SPY 04/30/2026 360.45 P0.04%-949$-28280

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
-0.10%
1W
-0.18%
1M
+0.07%
3M
+1.31%
6M
+2.90%
YTD
+0.41%
1Y
+10.73%
3Y
+41.25%
5Y
+33.52%

Moving Averages

20-Day MA

$36.81

Below 20-Day MA
50-Day MA

$36.73

Above 50-Day MA
200-Day MA

$35.76

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$36.91

Current Price

$36.79

52-Week Low

$30.71

$30.71$36.91

Current Yield

N/A

Annual Dividend

N/A

Frequency

N/A

Last Ex-Date

N/A

Dividends

No dividend data available for this ETF.

Category Comparison

MetricUMAYTechnology(1413 ETFs)S&P 500(415 ETFs)
Fund Info
Expense Ratio0.79%0.67%0.74%
AUM$58.0M$6.78B$9.52B
Dividend Yield2.83%3.76%
Avg Volume2.6K1.1M1.3M
Holdings620290
Performance
1-Month Return-2.11%-1.49%
6-Month Return+3.76%+2.47%
YTD Return+0.41%+0.16%
1-Year Return+20.06%+12.68%

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