Spire Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.89M | Sell |
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|
2025
Q2 | $2M | Sell |
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|
2025
Q1 | $2.02M | Buy |
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|
2024
Q4 | $800K | Hold |
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|
2024
Q3 | $782K | Sell |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $370K | Sell |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $631K | Buy |
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|
2022
Q4 | $599K | Hold |
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|
2022
Q3 | $589K | Hold |
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|
2022
Q2 | $587K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $200K | Sell |
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|
2021
Q2 | $228K | Hold |
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|
2021
Q1 | $224K | Buy |
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