Valtinson Bruner Financial Planning’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
Q2 | $228K | Hold |
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|
2025
Q1 | $215K | Hold |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $217K | Hold |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $808K | Sell |
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|
2021
Q4 | $843K | Sell |
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|
2021
Q3 | $849K | Sell |
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|
2021
Q2 | $845K | Sell |
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|
2021
Q1 | $2.16M | Sell |
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|
2020
Q4 | $2.13M | Sell |
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|
2020
Q3 | $2.08M | Sell |
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|
2020
Q2 | $2.14M | Sell |
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|
2020
Q1 | $2M | Sell |
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|
2019
Q4 | $2.13M | Buy |
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|
2019
Q3 | $1.97M | Sell |
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|
2019
Q2 | $10.2M | Sell |
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|
2019
Q1 | $10.1M | Buy |
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