Annis Gardner Whiting Capital Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Hold |
472
| – | – | 0.01% | 566 |
|
|
2025
Q1 | $19K | Sell |
472
-8,689
| -95% | -$349K | 0.01% | 464 |
|
|
2024
Q4 | $377K | Hold |
9,161
| – | – | 0.11% | 155 |
|
|
2024
Q3 | $371K | Hold |
9,161
| – | – | 0.1% | 159 |
|
|
2024
Q2 | $356K | Hold |
9,161
| – | – | 0.1% | 165 |
|
|
2024
Q1 | $348K | Hold |
9,161
| – | – | 0.12% | 131 |
|
|
2023
Q4 | $332K | Hold |
9,161
| – | – | 0.15% | 114 |
|
|
2023
Q3 | $309K | Buy |
+9,161
| New | +$309K | 0.16% | 108 |
|