BWM
Buska 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Sell |
8,223
-2,157
| -21% | -$79.4K | 0.08% | 54 |
|
|
2025
Q1 | $348K | Sell |
10,380
-955
| -8% | -$32K | 0.11% | 50 |
|
|
2024
Q4 | $391K | Sell |
11,335
-1,109
| -9% | -$38.3K | 0.13% | 41 |
|
|
2024
Q3 | $422K | Sell |
12,444
-821
| -6% | -$27.8K | 0.15% | 39 |
|
|
2024
Q2 | $432K | Sell |
13,265
-5,811
| -30% | -$189K | 0.17% | 34 |
|
|
2024
Q1 | $608K | Buy |
+19,076
| New | +$608K | 0.27% | 31 |
|