Arete Wealth Advisors’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
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2025
Q1 | $627K | Sell |
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|
2024
Q4 | $721K | Sell |
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2024
Q3 | $735K | Sell |
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|
2024
Q2 | $802K | Sell |
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|
2024
Q1 | $798K | Sell |
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|
2023
Q4 | $773K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $719K | Buy |
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|
2022
Q4 | $621M | Sell |
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|
2022
Q3 | $708K | Buy |
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|
2022
Q2 | $654K | Buy |
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