DHJJ Financial Advisors’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 | $21.4K | Hold |
570
| – | – | 0.01% | 463 |
|
|
2025
Q1 | $20.3K | Sell |
570
-650
| -53% | -$23.1K | 0.01% | 427 |
|
|
2024
Q4 | $43.5K | Hold |
1,220
| – | – | 0.02% | 323 |
|
|
2024
Q3 | $42.6K | Hold |
1,220
| – | – | 0.02% | 328 |
|
|
2024
Q2 | $41.1K | Hold |
1,220
| – | – | 0.02% | 302 |
|
|
2024
Q1 | $39.8K | Hold |
1,220
| – | – | 0.02% | 293 |
|
|
2023
Q4 | $38.6K | Sell |
1,220
-40
| -3% | -$1.26K | 0.02% | 290 |
|
|
2023
Q3 | $37.6K | Buy |
+1,260
| New | +$37.6K | 0.02% | 276 |
|