Atticus Wealth Management’s Innovator US Equity Ultra Buffer ETF November UNOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Hold |
21,778
| – | – | 0.21% | 63 |
|
|
2025
Q1 | $739K | Hold |
21,778
| – | – | 0.24% | 58 |
|
|
2024
Q4 | $754K | Hold |
21,778
| – | – | 0.23% | 54 |
|
|
2024
Q3 | $738K | Hold |
21,778
| – | – | 0.24% | 53 |
|
|
2024
Q2 | $726K | Hold |
21,778
| – | – | 0.24% | 48 |
|
|
2024
Q1 | $712K | Hold |
21,778
| – | – | 0.23% | 53 |
|
|
2023
Q4 | $689K | Sell |
21,778
-19,948
| -48% | -$631K | 0.24% | 51 |
|
|
2023
Q3 | $1.27M | Hold |
41,726
| – | – | 0.48% | 31 |
|
|
2023
Q2 | $1.28M | Hold |
41,726
| – | – | 0.47% | 34 |
|
|
2023
Q1 | $1.21M | Hold |
41,726
| – | – | 0.46% | 34 |
|
|
2022
Q4 | $1.16M | Buy |
+41,726
| New | +$1.16M | 0.48% | 38 |
|