BFWM
Bright Futures Wealth Management’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $233K | Sell |
8,102
-5,760
| -42% | -$166K | 0.26% | 100 |
|
|
2024
Q4 | $435K | Sell |
13,862
-4,520
| -25% | -$142K | 0.39% | 73 |
|
|
2024
Q3 | $559K | Sell |
18,382
-725
| -4% | -$22.1K | 0.27% | 105 |
|
|
2024
Q2 | $550K | Sell |
19,107
-1,089
| -5% | -$31.3K | 0.3% | 102 |
|
|
2024
Q1 | $587K | Buy |
+20,196
| New | +$587K | 0.32% | 88 |
|