Kingsview Wealth Management’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
+35,819
| New | +$1.31M | 0.02% | 516 |
|
|
2023
Q1 | – | Sell |
-120,367
| Closed | -$3.3M | – | 945 |
|
|
2022
Q4 | $3.3M | Buy |
120,367
+14,889
| +14% | +$408K | 0.14% | 165 |
|
|
2022
Q3 | $2.94M | Buy |
105,478
+1,427
| +1% | +$39.8K | 0.14% | 164 |
|
|
2022
Q2 | $2.89M | Sell |
104,051
-21
| -0% | -$584 | 0.14% | 166 |
|
|
2022
Q1 | $3.11M | Buy |
104,072
+163
| +0.2% | +$4.87K | 0.14% | 165 |
|
|
2021
Q4 | $3.15M | Buy |
+103,909
| New | +$3.15M | 0.13% | 168 |
|