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Kellett Wealth Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History

Kellett Wealth Advisors’s Portfolio UDEC Stock Details UDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.45M Sell
67,229
-17,729
-21% -$646K 1.6% 14
2025
Q1 		$2.91M Buy
84,958
+30,100
+55% +$1.03M 2.02% 12
2024
Q4 		$1.92M Buy
+54,858
New +$1.92M 1.32% 15