Arete Wealth Advisors’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
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2025
Q1 | $302K | Sell |
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|
2024
Q4 | $383K | Sell |
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2024
Q3 | $412K | Sell |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $439K | Sell |
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|
2023
Q1 | $596K | Buy |
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|
2022
Q4 | $537M | Sell |
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|
2022
Q3 | $603K | Buy |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $209K | Buy |
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