Soltis Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $7.69M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $381K | Sell |
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|
2022
Q1 | $458K | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $2.64M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.17M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $303K | Buy |
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