Retirement Guys Formula’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $263K | Hold |
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|
2025
Q2 | $255K | Hold |
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|
2025
Q1 | $245K | Hold |
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|
2024
Q4 | $247K | Hold |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $374K | Hold |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $345K | Hold |
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|
2023
Q3 | $325K | Sell |
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|
2023
Q2 | $382K | Sell |
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|
2023
Q1 | $494K | Hold |
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|
2022
Q4 | $481K | Hold |
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|
2022
Q3 | $470K | Hold |
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|
2022
Q2 | $479K | Hold |
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|
2022
Q1 | $531K | Hold |
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|
2021
Q4 | $530K | Buy |
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