Sugarloaf Wealth Management’s Innovator US Equity Ultra Buffer ETF January UJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $66.2K | Hold |
1,700
| – | – | 0.01% | 270 |
|
|
2024
Q3 | $64.7K | Hold |
1,700
| – | – | 0.01% | 281 |
|
|
2024
Q2 | $63.1K | Hold |
1,700
| – | – | 0.01% | 273 |
|
|
2024
Q1 | $61.4K | Hold |
1,700
| – | – | 0.01% | 272 |
|
|
2023
Q4 | $58.5K | Hold |
1,700
| – | – | 0.01% | 271 |
|
|
2023
Q3 | $55.4K | Hold |
1,700
| – | – | 0.01% | 277 |
|
|
2023
Q2 | $55.6K | Hold |
1,700
| – | – | 0.01% | 274 |
|
|
2023
Q1 | $52.9K | Hold |
1,700
| – | – | 0.01% | 282 |
|
|
2022
Q4 | $50.5K | Buy |
+1,700
| New | +$50.5K | 0.01% | 281 |
|