Wealthquest Corp Innovator US Equity 10 Buffer Transaction History

Wealthquest Corp

  • $1.11 Billion
  • Q3 2025
Number of Shares
2,833,629
Previous 3,319,457 14.64%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
N/A
-485,828 Reduced 14.64%
2,833,629 $0
Q2 2025

Aug 13, 2025
SELL
N/A
-433,371 Reduced 11.55%
3,319,457 $0
Q1 2025

May 08, 2025
BUY
N/A
3,752,828 New
3,752,828 $0
Q4 2024

Jan 16, 2025
BUY
N/A
1,004,182 Added 43.92%
3,290,594 $0
Q3 2024

Nov 21, 2024
BUY
N/A
930,806 Added 68.66%
2,286,412 $0
Q2 2024

Aug 26, 2024
SELL
N/A
-77,203 Reduced 5.39%
1,355,606 $0
Q1 2024

May 09, 2024
BUY
N/A
572,808 Added 66.61%
1,432,809 $0
Q4 2023

Feb 15, 2024
BUY
N/A
860,001 New
860,001 $0
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