KFG Wealth 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
Q3 | $5.72M | Sell |
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|
2025
Q2 | $5.62M | Buy |
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|
2025
Q1 | $4.65M | Buy |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.81M | Sell |
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|
2024
Q2 | $2.99M | Sell |
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|
2024
Q1 | $2.96M | Buy |
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|
2023
Q4 | $928K | Sell |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $894K | Buy |
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