WealthShield Partners’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 | $32.7K | Sell |
888
-894
| -50% | -$32.9K | ﹤0.01% | 441 |
|
|
2025
Q1 | $61.6K | Sell |
1,782
-245
| -12% | -$8.47K | 0.01% | 406 |
|
|
2024
Q4 | $71.5K | Buy |
+2,027
| New | +$71.5K | 0.01% | 365 |
|
|
2023
Q4 | – | Sell |
-440
| Closed | -$13.4K | – | 508 |
|
|
2023
Q3 | $13.4K | Hold |
440
| – | – | ﹤0.01% | 432 |
|
|
2023
Q2 | $13.1K | Hold |
440
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $12.6K | Buy |
+440
| New | +$12.6K | ﹤0.01% | 435 |
|