AWM
Atticus Wealth Management’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Hold |
34,596
| – | – | 0.36% | 43 |
|
|
2025
Q1 | $1.24M | Buy |
34,596
+8,647
| +33% | +$310K | 0.4% | 39 |
|
|
2024
Q4 | $955K | Hold |
25,949
| – | – | 0.3% | 43 |
|
|
2024
Q3 | $935K | Hold |
25,949
| – | – | 0.3% | 44 |
|
|
2024
Q2 | $912K | Hold |
25,949
| – | – | 0.3% | 43 |
|
|
2024
Q1 | $886K | Buy |
25,949
+982
| +4% | +$33.5K | 0.29% | 49 |
|
|
2023
Q4 | $815K | Hold |
24,967
| – | – | 0.29% | 47 |
|
|
2023
Q3 | $760K | Hold |
24,967
| – | – | 0.29% | 49 |
|
|
2023
Q2 | $769K | Hold |
24,967
| – | – | 0.28% | 50 |
|
|
2023
Q1 | $730K | Buy |
+24,967
| New | +$730K | 0.28% | 53 |
|