Bedel Financial Consulting’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
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|
2025
Q1 | $353K | Sell |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $362K | Hold |
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|
2024
Q2 | $353K | Hold |
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|
2024
Q1 | $344K | Sell |
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $349K | Sell |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $387K | Sell |
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|
2022
Q1 | $430K | Buy |
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|
2021
Q4 | $425K | Sell |
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|
2021
Q3 | $446K | Sell |
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|
2021
Q2 | $480K | Sell |
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|
2021
Q1 | $493K | Hold |
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|
2020
Q4 | $485K | Buy |
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|
2020
Q3 | $295K | Buy |
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|
2020
Q2 | $254K | Hold |
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|
2020
Q1 | $235K | Hold |
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|
2019
Q4 | $255K | Hold |
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|
2019
Q3 | $251K | Buy |
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|
2019
Q2 | $201K | Hold |
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|
2019
Q1 | $197K | Buy |
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