MW
MBL Wealth’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
30,475
+2,475
| +9% | +$93.1K | 0.11% | 93 |
|
|
2025
Q1 | $995K | Buy |
28,000
+385
| +1% | +$13.7K | 0.1% | 97 |
|
|
2024
Q4 | $986K | Sell |
27,615
-610
| -2% | -$21.8K | 0.1% | 94 |
|
|
2024
Q3 | $984K | Buy |
28,225
+1,125
| +4% | +$39.2K | 0.11% | 93 |
|
|
2024
Q2 | $912K | Buy |
+27,100
| New | +$912K | 0.1% | 96 |
|