Arete Wealth Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
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|
2025
Q1 | $827K | Sell |
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|
2024
Q4 | $903K | Sell |
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|
2024
Q3 | $916K | Sell |
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|
2024
Q2 | $960K | Buy |
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|
2024
Q1 | $908K | Buy |
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|
2023
Q4 | $431K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $441K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $518K | Buy |
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|
2022
Q2 | $450K | Buy |
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