DHJJ Financial Advisors’s Innovator US Equity Ultra Buffer ETF September USEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $152K | Buy |
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|
2025
Q2 | $43.9K | Hold |
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|
2025
Q1 | $41K | Hold |
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|
2024
Q4 | $41.9K | Hold |
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|
2024
Q3 | $41.3K | Sell |
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|
2024
Q2 | $90.9K | Sell |
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|
2024
Q1 | $98.5K | Sell |
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|
2023
Q4 | $99.9K | Hold |
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|
2023
Q3 | $93.4K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $375K | Sell |
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|
2021
Q4 | $382K | Hold |
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|
2021
Q3 | $371K | Buy |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $348K | Hold |
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|
2020
Q4 | $342K | Buy |
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