DHJJ Financial Advisors’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.47K | Hold |
40
| – | – | ﹤0.01% | 699 |
|
2025
Q1 | $1.34K | Hold |
40
| – | – | ﹤0.01% | 664 |
|
2024
Q4 | $1.38K | Hold |
40
| – | – | ﹤0.01% | 635 |
|
2024
Q3 | $1.36K | Hold |
40
| – | – | ﹤0.01% | 615 |
|
2024
Q2 | $1.3K | Hold |
40
| – | – | ﹤0.01% | 581 |
|
2024
Q1 | $1.28K | Sell |
40
-1,950
| -98% | -$62.2K | ﹤0.01% | 568 |
|
2023
Q4 | $60.3K | Hold |
1,990
| – | – | 0.03% | 234 |
|
2023
Q3 | $56.2K | Buy |
+1,990
| New | +$56.2K | 0.03% | 231 |
|