Chicago Partners Investment Group’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
Q3 | $459K | Hold |
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|
2025
Q2 | $443K | Hold |
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|
2025
Q1 | $417K | Hold |
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|
2024
Q4 | $417K | Hold |
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|
2024
Q3 | $409K | Hold |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $374K | Buy |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $265K | Hold |
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|
2023
Q1 | $254K | Buy |
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