KFG Wealth Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.66M | Buy |
|
|||||
|
2025
Q2 | $6.12M | Sell |
|
|||||
|
2025
Q1 | $6.8M | Sell |
|
|||||
|
2024
Q4 | $8.98M | Sell |
|
|||||
|
2024
Q3 | $9.46M | Buy |
|
|||||
|
2024
Q2 | $7.04M | Buy |
|
|||||
|
2024
Q1 | $497K | Buy |
|
|||||
|
2023
Q4 | $456K | Sell |
|
|||||
|
2023
Q3 | $542K | Buy |
|
|||||
|
2023
Q2 | $218K | Sell |
|
|||||
|
2023
Q1 | $309K | Sell |
|
|||||
|
2022
Q4 | $366K | Buy |
|