Envestnet Asset Management’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
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $617K | Sell |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $891K | Hold |
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|
2024
Q1 | $864K | Buy |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $400K | Sell |
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|
2023
Q2 | $460K | Sell |
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|
2023
Q1 | $819K | Buy |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $270K | Buy |
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