Arkadios Wealth Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
3,922
-243
| -6% | -$16.5K | 0.01% | 1066 |
|
|
2025
Q1 | $250K | Sell |
4,165
-499
| -11% | -$30K | 0.01% | 970 |
|
|
2024
Q4 | $293K | Sell |
4,664
-220
| -5% | -$13.8K | 0.02% | 723 |
|
|
2024
Q3 | $297K | Buy |
+4,884
| New | +$297K | 0.02% | 707 |
|
|
2024
Q1 | – | Sell |
-4,862
| Closed | -$268K | – | 763 |
|
|
2023
Q4 | $268K | Buy |
4,862
+112
| +2% | +$6.17K | 0.02% | 559 |
|
|
2023
Q3 | $241K | Buy |
4,750
+510
| +12% | +$25.9K | 0.02% | 565 |
|
|
2023
Q2 | $217K | Buy |
+4,240
| New | +$217K | 0.03% | 550 |
|