Wealth Enhancement Advisory Services’s Innovator US Equity Ultra Buffer ETF October UOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
7,519
| – | – | ﹤0.01% | 2689 |
|
|
2025
Q1 | $260K | Sell |
7,519
-2,152
| -22% | -$74.4K | ﹤0.01% | 2533 |
|
|
2024
Q4 | $341K | Hold |
9,671
| – | – | ﹤0.01% | 2249 |
|
|
2024
Q3 | $337K | Hold |
9,671
| – | – | ﹤0.01% | 2074 |
|
|
2024
Q2 | $331K | Hold |
9,671
| – | – | ﹤0.01% | 1911 |
|
|
2024
Q1 | $325K | Hold |
9,671
| – | – | ﹤0.01% | 1867 |
|
|
2023
Q4 | $313K | Hold |
9,671
| – | – | ﹤0.01% | 1781 |
|
|
2023
Q3 | $295K | Buy |
+9,671
| New | +$295K | ﹤0.01% | 1744 |
|