DHJJ Financial Advisors’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-315
| Closed | -$10.5K | – | 990 |
|
|
2025
Q1 | $10.5K | Sell |
315
-155
| -33% | -$5.19K | ﹤0.01% | 504 |
|
|
2024
Q4 | $15.8K | Hold |
470
| – | – | 0.01% | 447 |
|
|
2024
Q3 | $15.5K | Hold |
470
| – | – | 0.01% | 440 |
|
|
2024
Q2 | $15K | Hold |
470
| – | – | 0.01% | 410 |
|
|
2024
Q1 | $14.2K | Hold |
470
| – | – | 0.01% | 404 |
|
|
2023
Q4 | $13.8K | Hold |
470
| – | – | 0.01% | 402 |
|
|
2023
Q3 | $13K | Buy |
+470
| New | +$13K | 0.01% | 401 |
|