KWM
UMAR icon

Kingsview Wealth Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Kingsview Wealth Management’s Portfolio UMAR Stock Details UMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-116,642
Closed -$3.24M – 871
2020
Q4 		$3.24M Buy
116,642
+5,835
+5% +$162K 0.23% 102
2020
Q3 		$2.99M Buy
110,807
+3,347
+3% +$90.4K 0.27% 91
2020
Q2 		$2.84M Buy
+107,460
New +$2.84M 0.28% 88