AE Wealth Management’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
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2025
Q1 | $210K | Buy |
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|
2024
Q4 | $153K | Sell |
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2024
Q3 | $313K | Sell |
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|
2024
Q2 | $309K | Sell |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $289K | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $325K | Hold |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $398K | Buy |
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|
2021
Q2 | $391K | Buy |
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|
2021
Q1 | $359K | Buy |
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|
2020
Q4 | $247K | Sell |
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|
2020
Q3 | $233K | Buy |
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