Accurate Wealth Management’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
13,269
+3,530
| +36% | +$87.8K | 0.05% | 340 |
|
|
2025
Q1 | $237K | Hold |
9,739
| – | – | 0.05% | 338 |
|
|
2024
Q4 | $243K | Sell |
9,739
-1,706
| -15% | -$42.5K | 0.05% | 329 |
|
|
2024
Q3 | $286K | Sell |
11,445
-300
| -3% | -$7.49K | 0.06% | 291 |
|
|
2024
Q2 | $293K | Buy |
11,745
+779
| +7% | +$19.4K | 0.07% | 238 |
|
|
2024
Q1 | $274K | Sell |
10,966
-295
| -3% | -$7.37K | 0.08% | 228 |
|
|
2023
Q4 | $282K | Sell |
11,261
-2,398
| -18% | -$60K | 0.09% | 209 |
|
|
2023
Q3 | $337K | Buy |
+13,659
| New | +$337K | 0.11% | 178 |
|