BWM
Buska Wealth Management’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
31,577
-10,440
| -25% | -$377K | 0.31% | 26 |
|
|
2025
Q1 | $1.43M | Sell |
42,017
-1,299
| -3% | -$44.1K | 0.45% | 25 |
|
|
2024
Q4 | $1.5M | Buy |
43,316
+510
| +1% | +$17.7K | 0.48% | 24 |
|
|
2024
Q3 | $1.45M | Sell |
42,806
-2,325
| -5% | -$78.8K | 0.51% | 24 |
|
|
2024
Q2 | $1.5M | Buy |
45,131
+1,102
| +3% | +$36.7K | 0.6% | 25 |
|
|
2024
Q1 | $1.44M | Buy |
+44,029
| New | +$1.44M | 0.63% | 24 |
|