Accurate Wealth Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
6,824
-487
-7% -$17.9K 0.04% 390
2025
Q1
$245K Buy
7,311
+578
+9% +$19.4K 0.05% 334
2024
Q4
$236K Buy
+6,733
New +$236K 0.05% 336
2024
Q2
Sell
-7,177
Closed -$235K 337
2024
Q1
$235K Buy
+7,177
New +$235K 0.07% 252