WealthShield Partners’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,773
| Closed | -$95.7K | – | 551 |
|
|
2024
Q4 | $95.7K | Sell |
2,773
-707
| -20% | -$24.4K | 0.01% | 345 |
|
|
2024
Q3 | $118K | Hold |
3,480
| – | – | 0.02% | 333 |
|
|
2024
Q2 | $113K | Sell |
3,480
-6,846
| -66% | -$223K | 0.02% | 316 |
|
|
2024
Q1 | $329K | Sell |
10,326
-5,452
| -35% | -$174K | 0.05% | 227 |
|
|
2023
Q4 | $478K | Sell |
15,778
-1,850
| -10% | -$56.1K | 0.08% | 203 |
|
|
2023
Q3 | $498K | Buy |
+17,628
| New | +$498K | 0.08% | 209 |
|