DHJJ Financial Advisors’s Innovator US Equity Ultra Buffer ETF April UAPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.3K | Sell |
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|
2025
Q2 | $47K | Sell |
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2025
Q1 | $46.4K | Hold |
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|
2024
Q4 | $47.9K | Sell |
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|
2024
Q3 | $54.6K | Hold |
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|
2024
Q2 | $52.5K | Sell |
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|
2024
Q1 | $79.1K | Sell |
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|
2023
Q4 | $160K | Sell |
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|
2023
Q3 | $163K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $208K | Sell |
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|
2022
Q4 | $249K | Sell |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $387K | Sell |
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|
2022
Q1 | $419K | Sell |
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|
2021
Q4 | $439K | Sell |
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|
2021
Q3 | $430K | Hold |
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|
2021
Q2 | $429K | Sell |
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|
2021
Q1 | $426K | Hold |
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|
2020
Q4 | $424K | Buy |
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