Smith Shellnut Wilson’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
Q2 | $277K | Hold |
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|
2025
Q1 | $253K | Hold |
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|
2024
Q4 | $260K | Hold |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $208K | Sell |
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|
2021
Q3 | $269K | Buy |
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