Axxcess Wealth Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,275
| Closed | -$239K | – | 685 |
|
|
2022
Q4 | $239K | Hold |
9,275
| – | – | 0.02% | 506 |
|
|
2022
Q3 | $230K | Hold |
9,275
| – | – | 0.02% | 463 |
|
|
2022
Q2 | $235K | Hold |
9,275
| – | – | 0.02% | 452 |
|
|
2022
Q1 | $255K | Hold |
9,275
| – | – | 0.02% | 514 |
|
|
2021
Q4 | $257K | Buy |
+9,275
| New | +$257K | 0.02% | 524 |
|