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Visionary Wealth Advisors’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History

Visionary Wealth Advisors’s Portfolio UMAR Stock Details UMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,159
Closed -$289K – 505
2023
Q4 		$289K Hold
9,159
– – 0.02% 399
2023
Q3 		$273K Hold
9,159
– – 0.02% 382
2023
Q2 		$275K Hold
9,159
– – 0.02% 377
2023
Q1 		$263K Buy
+9,159
New +$263K 0.02% 373