Wealth Enhancement Advisory Services’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
18,597
+1,150
| +7% | +$41K | ﹤0.01% | 1991 |
|
|
2025
Q1 | $578K | Sell |
17,447
-751
| -4% | -$24.9K | ﹤0.01% | 1939 |
|
|
2024
Q4 | $615K | Sell |
18,198
-3,234
| -15% | -$109K | ﹤0.01% | 1818 |
|
|
2024
Q3 | $712K | Hold |
21,432
| – | – | ﹤0.01% | 1583 |
|
|
2024
Q2 | $686K | Hold |
21,432
| – | – | ﹤0.01% | 1459 |
|
|
2024
Q1 | $665K | Sell |
21,432
-1,530
| -7% | -$47.4K | ﹤0.01% | 1432 |
|
|
2023
Q4 | $690K | Hold |
22,962
| – | – | ﹤0.01% | 1327 |
|
|
2023
Q3 | $650K | Buy |
+22,962
| New | +$650K | ﹤0.01% | 1285 |
|