Ascent Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.66M | Buy |
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|
2025
Q2 | $544K | Sell |
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|
2025
Q1 | $776K | Buy |
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|
2024
Q4 | $511K | Hold |
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|
2024
Q3 | $503K | Buy |
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|
2024
Q2 | $382K | Hold |
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|
2024
Q1 | $374K | Hold |
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|
2023
Q4 | $356K | Hold |
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|
2023
Q3 | $332K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $11.3M | Buy |
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|
2022
Q3 | $2.24M | Buy |
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