AE Wealth Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

AE Wealth Management’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
2025 Q2	$299K	Sell
2025 Q1	$286K	Buy
2024 Q4	$246K	Sell
2024 Q3	$266K	Sell
2024 Q2	$257K	Sell
2024 Q1	$250K	Buy
2023 Q2	–	Sell
2023 Q1	$5.84M	Buy
2022 Q4	$5.52M	Sell
2022 Q3	$5.57M	Buy