Wealth Enhancement Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.78M | Sell |
43,682
-1,155
| -3% | -$47K | ﹤0.01% | 1410 |
|
2025
Q1 | $1.71M | Buy |
44,837
+4,255
| +10% | +$162K | ﹤0.01% | 1323 |
|
2024
Q4 | $1.58M | Hold |
40,582
| – | – | ﹤0.01% | 1295 |
|
2024
Q3 | $1.54M | Hold |
40,582
| – | – | ﹤0.01% | 1179 |
|
2024
Q2 | $1.51M | Hold |
40,582
| – | – | ﹤0.01% | 1104 |
|
2024
Q1 | $1.47M | Hold |
40,582
| – | – | ﹤0.01% | 1085 |
|
2023
Q4 | $1.4M | Sell |
40,582
-3,097
| -7% | -$107K | ﹤0.01% | 1026 |
|
2023
Q3 | $1.42M | Buy |
+43,679
| New | +$1.42M | ﹤0.01% | 971 |
|