Sugarloaf Wealth Management’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
2024
Q4
$154K Buy
2024
Q3
$135K Hold
2024
Q2
$132K Hold
2024
Q1
$129K Hold
2023
Q4
$123K Buy
2023
Q3
$32.3K Hold
2023
Q2
$33.2K Hold
2023
Q1
$31.4K Hold
2022
Q4
$30.2K Buy