Steward Partners Investment Advisory’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Steward Partners Investment Advisory’s Portfolio UMAY Stock Details UMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$320K	Hold
2025 Q1	$308K	Sell
2024 Q4	$475K	Hold
2024 Q3	$466K	Hold
2024 Q2	$451K	Buy
2024 Q1	$278K	Hold
2023 Q4	$270K	Hold
2023 Q3	$254K	Hold
2023 Q2	$257K	Buy