Atria Wealth Solutions’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
7,749
| – | – | 0.01% | 1302 |
|
|
2025
Q1 | $217K | Sell |
7,749
-2,243
| -22% | -$62.7K | ﹤0.01% | 1664 |
|
|
2024
Q4 | $294K | Sell |
9,992
-300
| -3% | -$8.83K | ﹤0.01% | 1533 |
|
|
2024
Q3 | $300K | Buy |
10,292
+246
| +2% | +$7.17K | ﹤0.01% | 1508 |
|
|
2024
Q2 | $278K | Buy |
10,046
+39
| +0.4% | +$1.08K | ﹤0.01% | 1539 |
|
|
2024
Q1 | $281K | Buy |
10,007
+916
| +10% | +$25.7K | ﹤0.01% | 1590 |
|
|
2023
Q4 | $246K | Buy |
+9,091
| New | +$246K | ﹤0.01% | 1627 |
|