Northwestern Mutual Wealth Management’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,913
| Closed | -$233K | – | 3858 |
|
|
2024
Q2 | $233K | Buy |
+6,913
| New | +$233K | ﹤0.01% | 1516 |
|
|
2024
Q1 | – | Sell |
-5,400
| Closed | -$171K | – | 3815 |
|
|
2023
Q4 | $171K | Buy |
+5,400
| New | +$171K | ﹤0.01% | 1565 |
|
|
2022
Q3 | – | Sell |
-3,251
| Closed | -$91K | – | 3412 |
|
|
2022
Q2 | $91K | Buy |
+3,251
| New | +$91K | ﹤0.01% | 1683 |
|