Alera Investment Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
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2024
Q2 | $723K | Sell |
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2024
Q1 | $707K | Sell |
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2023
Q4 | $764K | Hold |
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2023
Q3 | $711K | Buy |
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2023
Q2 | $609K | Buy |
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2023
Q1 | $462K | Buy |
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2022
Q4 | $437K | Sell |
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2022
Q3 | $421K | Buy |
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2022
Q2 | $349K | Buy |
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2022
Q1 | $356K | Buy |
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2021
Q4 | $327K | Buy |
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2021
Q3 | $307K | Buy |
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2021
Q2 | $245K | Hold |
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2021
Q1 | $242K | Buy |
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2020
Q4 | $235K | Hold |
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2020
Q3 | $227K | Buy |
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2019
Q2 | – | Sell |
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2019
Q1 | $50K | Buy |
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