Spire Wealth Management Innovator U.S. Equity Ultra Bu Transaction History

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025

A detailed history of Spire Wealth Management transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Spire Wealth Management holds 21,760 shares of UOCT stock, worth $781,619. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,760
Previous 25,744 15.48%
Holding current value
$781,619
Previous $908,000 17.29%
% of portfolio
0.02%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$34.28 - $36.12 $136,571 - $143,902
-3,984 Reduced 15.48%
21,760 $751,000
Q4 2024

Jan 24, 2025
BUY
$34.64 - $35.72 $567,714 - $585,415
16,389 Added 175.19%
25,744 $908,000
Q3 2024

Oct 15, 2024
BUY
$33.87 - $34.82 $33 - $34
1 Added 0.01%
9,355 $325,000
Q2 2024

Jul 31, 2024
SELL
$33.17 - $34.27 $306,258 - $316,414
-9,233 Reduced 49.67%
9,354 $320,000
Q1 2024

Apr 24, 2024
BUY
$32.15 - $33.59 $32 - $33
1 Added 0.01%
18,587 $624,000
Q4 2023

Feb 06, 2024
BUY
$29.9 - $32.38 $403,231 - $436,676
13,486 Added 264.43%
18,586 $601,000
Q3 2023

Nov 08, 2023
SELL
$29.82 - $30.52 $2,982 - $3,052
-100 Reduced 1.92%
5,100 $155,000
Q2 2023

Aug 09, 2023
SELL
$28.53 - $29.87 $28 - $29
-1 Reduced 0.02%
5,200 $155,000
Q1 2023

May 09, 2023
BUY
$27.18 - $28.52 $54,387 - $57,068
2,001 Added 62.53%
5,201 $148,000
Q2 2022

Jul 22, 2022
BUY
$26.18 - $28.37 $65,450 - $70,925
2,500 Added 357.14%
3,200 $84,000
Q1 2022

Apr 18, 2022
SELL
$27.5 - $28.55 $68,750 - $71,375
-2,500 Reduced 78.13%
700 $20,000
Q4 2021

Jan 14, 2022
BUY
$27.82 - $28.53 $69,550 - $71,325
2,500 Added 357.14%
3,200 $91,000
Q2 2021

Jul 26, 2021
SELL
$27.31 - $27.75 $68,275 - $69,375
-2,500 Reduced 78.13%
700 $19,000
Q1 2021

May 21, 2021
BUY
$26.67 - $27.28 $85,344 - $87,296
3,200 New
3,200 $87,000

Others Institutions Holding UOCT

# of Institutions
78
Shares Held
5.25M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UOCT Quotes by TradingView
  • Ticker UOCT
  • Sector ETFs
  • Industry ETFs
More about UOCT
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email