DHJJ Financial Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Hold |
550
| – | – | 0.01% | 475 |
|
|
2025
Q1 | $18.9K | Hold |
550
| – | – | 0.01% | 438 |
|
|
2024
Q4 | $19.3K | Sell |
550
-410
| -43% | -$14.4K | 0.01% | 422 |
|
|
2024
Q3 | $33.6K | Hold |
960
| – | – | 0.01% | 359 |
|
|
2024
Q2 | $32.9K | Hold |
960
| – | – | 0.01% | 324 |
|
|
2024
Q1 | $32.1K | Hold |
960
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $30.8K | Hold |
960
| – | – | 0.01% | 316 |
|
|
2023
Q3 | $28.2K | Buy |
+960
| New | +$28.2K | 0.01% | 312 |
|