AE 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
2024
Q1
Sell
-20,763
Closed -$521K 1599
2023
Q4
$521K Buy
20,763
+5,468
+36% +$137K ﹤0.01% 1407
2023
Q3
$375K Buy
+15,295
New +$375K ﹤0.01% 1510