Retirement Guys Formula’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 | $460K | Sell |
|
|||||
|
2025
Q2 | $445K | Sell |
|
|||||
|
2025
Q1 | $434K | Sell |
|
|||||
|
2024
Q4 | $448K | Sell |
|
|||||
|
2024
Q3 | $444K | Sell |
|
|||||
|
2024
Q2 | $426K | Sell |
|
|||||
|
2024
Q1 | $417K | Sell |
|
|||||
|
2023
Q4 | $397K | Hold |
|
|||||
|
2023
Q3 | $370K | Hold |
|
|||||
|
2023
Q2 | $377K | Sell |
|
|||||
|
2023
Q1 | $404K | Hold |
|
|||||
|
2022
Q4 | $385K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $331K | Buy |
|