Arete Wealth Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $2.33M | Sell |
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|
2023
Q4 | $2.37M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $952K | Sell |
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|
2023
Q1 | $968K | Buy |
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|
2022
Q4 | $874M | Sell |
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|
2022
Q3 | $986K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $717K | Buy |
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|
2021
Q4 | $645K | Sell |
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|
2021
Q3 | $714K | Sell |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $789K | Buy |
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|
2020
Q4 | $682K | Buy |
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