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Steward Partners Investment Advisory’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Steward Partners Investment Advisory’s Portfolio UMAR Stock Details UMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$55.7K Hold
1,482
– – ﹤0.01% 2422
2025
Q1 		$52.7K Hold
1,482
– – ﹤0.01% 2356
2024
Q4 		$52.9K Hold
1,482
– – ﹤0.01% 2305
2024
Q3 		$51.7K Hold
1,482
– – ﹤0.01% 2220
2024
Q2 		$49.9K Sell
1,482
-1,278
-46% -$43K ﹤0.01% 2103
2024
Q1 		$90.1K Buy
+2,760
New +$90.1K ﹤0.01% 1821