Bedel Financial Consulting’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Hold |
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|
2025
Q1 | $367K | Hold |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $374K | Sell |
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|
2024
Q2 | $448K | Hold |
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|
2024
Q1 | $439K | Hold |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $631K | Hold |
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|
2023
Q2 | $643K | Hold |
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|
2023
Q1 | $604K | Hold |
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|
2022
Q4 | $575K | Sell |
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|
2022
Q3 | $570K | Hold |
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|
2022
Q2 | $567K | Buy |
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|
2022
Q1 | $602K | Hold |
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|
2021
Q4 | $606K | Sell |
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|
2021
Q3 | $592K | Sell |
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|
2021
Q2 | $597K | Hold |
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|
2021
Q1 | $593K | Hold |
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|
2020
Q4 | $586K | Sell |
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|
2020
Q3 | $593K | Buy |
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|
2020
Q2 | $119K | Buy |
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|
2020
Q1 | $99K | Buy |
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|
2019
Q4 | $70K | Hold |
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|
2019
Q3 | $72K | Hold |
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|
2019
Q2 | $71K | Hold |
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|
2019
Q1 | $69K | Buy |
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