Legend Financial Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54K | Buy |
+177
| New | +$5.54K | ﹤0.01% | 137 |
|
|
2025
Q1 | – | Sell |
-189
| Closed | -$5.83K | – | 235 |
|
|
2024
Q4 | $5.83K | Sell |
189
-85
| -31% | -$2.62K | ﹤0.01% | 147 |
|
|
2024
Q3 | $8.28K | Sell |
274
-60
| -18% | -$1.81K | 0.01% | 109 |
|
|
2024
Q2 | $9.7K | Hold |
334
| – | – | 0.01% | 148 |
|
|
2024
Q1 | $9.41K | Hold |
334
| – | – | 0.01% | 138 |
|
|
2023
Q4 | $9.17K | Hold |
334
| – | – | 0.01% | 129 |
|
|
2023
Q3 | $8.61K | Hold |
334
| – | – | 0.01% | 146 |
|
|
2023
Q2 | $8.71K | Buy |
+334
| New | +$8.71K | 0.01% | 158 |
|