AE Wealth Management’s Innovator US Equity Buffer ETF July BJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Sell |
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2025
Q1 | $173K | Sell |
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|
2024
Q4 | $184K | Sell |
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2024
Q3 | $405K | Buy |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $685K | Sell |
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|
2023
Q3 | $974K | Buy |
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|
2023
Q2 | $715K | Buy |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $370K | Buy |
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