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Sterling Financial Planning’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Sterling Financial Planning’s Portfolio UMAR Stock Details UMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,141
Closed -$33K – 374
2021
Q3 		$33K Hold
1,141
– – 0.02% 223
2021
Q2 		$33K Hold
1,141
– – 0.02% 212
2021
Q1 		$33K Sell
1,141
-116
-9% -$3.36K 0.02% 188
2020
Q4 		$35K Buy
+1,257
New +$35K 0.03% 171