4J Wealth Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
5,750
| – | – | 0.18% | 78 |
|
|
2025
Q1 | $248K | Hold |
5,750
| – | – | 0.2% | 81 |
|
|
2024
Q4 | $256K | Hold |
5,750
| – | – | 0.21% | 73 |
|
|
2024
Q3 | $251K | Hold |
5,750
| – | – | 0.19% | 78 |
|
|
2024
Q2 | $240K | Hold |
5,750
| – | – | 0.2% | 78 |
|
|
2024
Q1 | $232K | Hold |
5,750
| – | – | 0.2% | 82 |
|
|
2023
Q4 | $216K | Sell |
5,750
-1,000
| -15% | -$37.6K | 0.2% | 81 |
|
|
2023
Q3 | $233K | Hold |
6,750
| – | – | 0.23% | 75 |
|
|
2023
Q2 | $238K | Sell |
6,750
-1,300
| -16% | -$45.9K | 0.23% | 74 |
|
|
2023
Q1 | $263K | Hold |
8,050
| – | – | 0.28% | 65 |
|
|
2022
Q4 | $249K | Hold |
8,050
| – | – | 0.29% | 66 |
|
|
2022
Q3 | $235K | Hold |
8,050
| – | – | 0.3% | 61 |
|
|
2022
Q2 | $243K | Hold |
8,050
| – | – | 0.31% | 58 |
|
|
2022
Q1 | $266K | Hold |
8,050
| – | – | 0.23% | 58 |
|
|
2021
Q4 | $269K | Hold |
8,050
| – | – | 0.23% | 63 |
|
|
2021
Q3 | $254K | Sell |
8,050
-200
| -2% | -$6.31K | 0.22% | 66 |
|
|
2021
Q2 | $259K | Sell |
8,250
-5,437
| -40% | -$171K | 0.23% | 66 |
|
|
2021
Q1 | $424K | Sell |
13,687
-1,900
| -12% | -$58.9K | 0.39% | 47 |
|
|
2020
Q4 | $469K | Buy |
+15,587
| New | +$469K | 0.45% | 44 |
|