Atticus Wealth Management’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 | $73K | Hold |
1,940
| – | – | 0.02% | 276 |
|
|
2025
Q1 | $69K | Hold |
1,940
| – | – | 0.02% | 198 |
|
|
2024
Q4 | $69.2K | Hold |
1,940
| – | – | 0.02% | 206 |
|
|
2024
Q3 | $67.7K | Hold |
1,940
| – | – | 0.02% | 216 |
|
|
2024
Q2 | $65.3K | Hold |
1,940
| – | – | 0.02% | 208 |
|
|
2024
Q1 | $63.4K | Hold |
1,940
| – | – | 0.02% | 218 |
|
|
2023
Q4 | $61.3K | Hold |
1,940
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $57.9K | Hold |
1,940
| – | – | 0.02% | 225 |
|
|
2023
Q2 | $58.3K | Hold |
1,940
| – | – | 0.02% | 249 |
|
|
2023
Q1 | $55.7K | Buy |
+1,940
| New | +$55.7K | 0.02% | 243 |
|