BCS Wealth Management’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 | $403K | Hold |
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|
2025
Q1 | $381K | Hold |
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|
2024
Q4 | $383K | Hold |
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|
2024
Q3 | $374K | Hold |
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|
2024
Q2 | $361K | Hold |
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|
2024
Q1 | $350K | Hold |
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|
2023
Q4 | $339K | Hold |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $322K | Hold |
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|
2023
Q1 | $308K | Hold |
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|
2022
Q4 | $302K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $324K | Hold |
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|
2021
Q4 | $319K | Hold |
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|
2021
Q3 | $312K | Hold |
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|
2021
Q2 | $312K | Hold |
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|
2021
Q1 | $305K | Buy |
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