Soltis Investment Advisors’s Innovator US Equity Ultra Buffer ETF February UFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.26M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $7.7M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $746K | Sell |
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|
2021
Q1 | $920K | Sell |
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|
2020
Q4 | $3.52M | Buy |
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|
2020
Q3 | $1.85M | Sell |
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|
2020
Q2 | $2.2M | Buy |
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|
2020
Q1 | $423K | Buy |
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