Milestone 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
Q3 | $273K | Sell |
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|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $265K | Sell |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $445K | Sell |
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|
2023
Q2 | $635K | Hold |
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|
2023
Q1 | $606K | Buy |
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