WWA
WCG Wealth Advisors’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,541
| Closed | -$471K | – | 321 |
|
|
2024
Q3 | $471K | Hold |
13,541
| – | – | 0.03% | 276 |
|
|
2024
Q2 | $464K | Sell |
13,541
-485
| -3% | -$16.6K | 0.03% | 245 |
|
|
2024
Q1 | $471K | Hold |
14,026
| – | – | 0.04% | 225 |
|
|
2023
Q4 | $454K | Sell |
14,026
-660
| -4% | -$21.4K | 0.03% | 258 |
|
|
2023
Q3 | $448K | Buy |
+14,686
| New | +$448K | 0.03% | 244 |
|