Blue Bell Private Wealth Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.84K | Hold |
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|
2025
Q2 | $3.68K | Sell |
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|
2025
Q1 | $20.7K | Hold |
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|
2024
Q4 | $21.2K | Hold |
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|
2024
Q3 | $20.9K | Hold |
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|
2024
Q2 | $20.6K | Hold |
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|
2024
Q1 | $20.2K | Hold |
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|
2023
Q4 | $19.4K | Hold |
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|
2023
Q3 | $18.3K | Sell |
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|
2023
Q2 | $47.8K | Hold |
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|
2023
Q1 | $45.6K | Hold |
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|
2022
Q4 | $43.6K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $23K | Sell |
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|
2021
Q4 | $23K | Hold |
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|
2021
Q3 | $23K | Sell |
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|
2021
Q2 | $642K | Sell |
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|
2021
Q1 | $1.53M | Sell |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $554K | Buy |
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