AWA
Amplius Wealth Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
8,432
| – | – | 0.02% | 181 |
|
|
2025
Q1 | $237K | Buy |
8,432
+55
| +0.7% | +$1.54K | 0.02% | 166 |
|
|
2024
Q4 | $233K | Sell |
8,377
-3,379
| -29% | -$93.8K | 0.02% | 161 |
|
|
2024
Q3 | $320K | Sell |
11,756
-1,189,380
| -99% | -$32.4M | 0.03% | 123 |
|
|
2024
Q2 | $32.2M | Sell |
1,201,136
-102,785
| -8% | -$2.75M | 3.58% | 11 |
|
|
2024
Q1 | $34.3M | Buy |
1,303,921
+403,140
| +45% | +$10.6M | 3.85% | 9 |
|
|
2023
Q4 | $23.1M | Buy |
+900,781
| New | +$23.1M | 2.79% | 14 |
|