Wealth Enhancement Advisory Services’s Innovator US Equity Ultra Buffer ETF December UDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Hold |
12,962
| – | – | ﹤0.01% | 2249 |
|
|
2025
Q1 | $445K | Buy |
12,962
+4,407
| +52% | +$151K | ﹤0.01% | 2132 |
|
|
2024
Q4 | $300K | Buy |
8,555
+2,835
| +50% | +$99.5K | ﹤0.01% | 2357 |
|
|
2024
Q3 | $200K | Buy |
+5,720
| New | +$200K | ﹤0.01% | 2428 |
|
|
2024
Q1 | – | Sell |
-8,395
| Closed | -$269K | – | 2445 |
|
|
2023
Q4 | $269K | Sell |
8,395
-26,983
| -76% | -$865K | ﹤0.01% | 1888 |
|
|
2023
Q3 | $1.04M | Buy |
+35,378
| New | +$1.04M | ﹤0.01% | 1075 |
|