DHJJ Financial Advisors’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $158K | Hold |
|
|||||
|
2025
Q2 | $152K | Sell |
|
|||||
|
2025
Q1 | $148K | Sell |
|
|||||
|
2024
Q4 | $204K | Sell |
|
|||||
|
2024
Q3 | $238K | Hold |
|
|||||
|
2024
Q2 | $232K | Hold |
|
|||||
|
2024
Q1 | $226K | Hold |
|
|||||
|
2023
Q4 | $216K | Hold |
|
|||||
|
2023
Q3 | $204K | Sell |
|
|||||
|
2023
Q2 | $216K | Sell |
|
|||||
|
2023
Q1 | $224K | Hold |
|
|||||
|
2022
Q4 | $214K | Sell |
|
|||||
|
2022
Q3 | $231K | Sell |
|
|||||
|
2022
Q2 | $270K | Sell |
|
|||||
|
2022
Q1 | $434K | Sell |
|
|||||
|
2021
Q4 | $449K | Hold |
|
|||||
|
2021
Q3 | $441K | Hold |
|
|||||
|
2021
Q2 | $440K | Sell |
|
|||||
|
2021
Q1 | $464K | Buy |
|
|||||
|
2020
Q4 | $336K | Buy |
|