Atria Wealth Solutions’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,695
| Closed | -$700K | – | 1896 |
|
|
2025
Q1 | $700K | Sell |
19,695
-404
| -2% | -$14.4K | 0.01% | 1026 |
|
|
2024
Q4 | $717K | Sell |
20,099
-6,564
| -25% | -$234K | 0.01% | 1057 |
|
|
2024
Q3 | $930K | Sell |
26,663
-6,004
| -18% | -$209K | 0.01% | 930 |
|
|
2024
Q2 | $1.1M | Buy |
32,667
+4,491
| +16% | +$151K | 0.01% | 850 |
|
|
2024
Q1 | $920K | Buy |
+28,176
| New | +$920K | 0.01% | 946 |
|