Wealthquest Corp INNOVATOR U.S. EQUITY 10 BUFFER ETF - QUARTERLY Transaction History

Wealthquest Corp

  • $948 Million
  • Q4 2024
Number of Shares
3,290,594
Previous 2,286,412 43.92%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Wealthquest Corp Portfolio

Follow Wealthquest Corp 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 Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email