WealthShield Partners’s Innovator US Equity Ultra Buffer ETF March UMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $67.7K | Hold |
1,800
| – | – | 0.01% | 411 |
|
2025
Q1 | $64K | Hold |
1,800
| – | – | 0.01% | 402 |
|
2024
Q4 | $64.2K | Hold |
1,800
| – | – | 0.01% | 372 |
|
2024
Q3 | $62.8K | Hold |
1,800
| – | – | 0.01% | 378 |
|
2024
Q2 | $60.6K | Hold |
1,800
| – | – | 0.01% | 351 |
|
2024
Q1 | $58.8K | Hold |
1,800
| – | – | 0.01% | 345 |
|
2023
Q4 | $56.9K | Hold |
1,800
| – | – | 0.01% | 355 |
|
2023
Q3 | $53.7K | Hold |
1,800
| – | – | 0.01% | 371 |
|
2023
Q2 | $54.1K | Hold |
1,800
| – | – | 0.01% | 380 |
|
2023
Q1 | $51.7K | Buy |
+1,800
| New | +$51.7K | 0.01% | 374 |
|