AE Wealth Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $931K | Sell |
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2025
Q1 | $987K | Sell |
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2024
Q4 | $1.21M | Buy |
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2024
Q3 | $976K | Buy |
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|
2024
Q2 | $957K | Sell |
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|
2024
Q1 | $967K | Buy |
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|
2023
Q4 | $927K | Buy |
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|
2023
Q3 | $793K | Sell |
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|
2023
Q2 | $790K | Sell |
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|
2023
Q1 | $811K | Sell |
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|
2022
Q4 | $807K | Buy |
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|
2022
Q3 | $610K | Buy |
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