Summit Wealth Partners’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-8,435
Closed -$225K 157
2020
Q3
$225K Hold
8,435
0.07% 138
2020
Q2
$220K Buy
+8,435
New +$220K 0.07% 134