Octavia Wealth Advisors’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $930K | Sell |
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|
2025
Q1 | $904K | Hold |
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|
2024
Q4 | $925K | Hold |
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|
2024
Q3 | $922K | Hold |
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|
2024
Q2 | $904K | Buy |
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|
2024
Q1 | $853K | Sell |
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|
2023
Q4 | $844K | Hold |
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|
2023
Q3 | $774K | Hold |
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|
2023
Q2 | $796K | Buy |
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|
2023
Q1 | $728K | Hold |
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|
2022
Q4 | $700K | Buy |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $230K | Buy |
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