Atticus 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 | $161K | Hold |
4,415
| – | – | 0.04% | 189 |
|
|
2025
Q1 | $151K | Hold |
4,415
| – | – | 0.05% | 132 |
|
|
2024
Q4 | $155K | Hold |
4,415
| – | – | 0.05% | 133 |
|
|
2024
Q3 | $155K | Hold |
4,415
| – | – | 0.05% | 137 |
|
|
2024
Q2 | $151K | Hold |
4,415
| – | – | 0.05% | 130 |
|
|
2024
Q1 | $148K | Hold |
4,415
| – | – | 0.05% | 137 |
|
|
2023
Q4 | $141K | Sell |
4,415
-19,046
| -81% | -$610K | 0.05% | 139 |
|
|
2023
Q3 | $689K | Hold |
23,461
| – | – | 0.26% | 56 |
|
|
2023
Q2 | $708K | Hold |
23,461
| – | – | 0.26% | 56 |
|
|
2023
Q1 | $669K | Hold |
23,461
| – | – | 0.26% | 61 |
|
|
2022
Q4 | $644K | Buy |
+23,461
| New | +$644K | 0.26% | 69 |
|