Spire Wealth Management’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $833K | Sell |
|
|||||
|
2025
Q2 | $800K | Buy |
|
|||||
|
2025
Q1 | $752K | Sell |
|
|||||
|
2024
Q4 | $908K | Buy |
|
|||||
|
2024
Q3 | $326K | Buy |
|
|||||
|
2024
Q2 | $320K | Sell |
|
|||||
|
2024
Q1 | $624K | Buy |
|
|||||
|
2023
Q4 | $607K | Buy |
|
|||||
|
2023
Q3 | $156K | Sell |
|
|||||
|
2023
Q2 | $155K | Sell |
|
|||||
|
2023
Q1 | $148K | Buy |
|
|||||
|
2022
Q4 | $87K | Hold |
|
|||||
|
2022
Q3 | $84K | Hold |
|
|||||
|
2022
Q2 | $84K | Buy |
|
|||||
|
2022
Q1 | $20K | Sell |
|
|||||
|
2021
Q4 | $91K | Buy |
|
|||||
|
2021
Q3 | $19K | Hold |
|
|||||
|
2021
Q2 | $19K | Sell |
|
|||||
|
2021
Q1 | $87K | Buy |
|