Atticus Wealth Management’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588K | Hold |
13,348
| – | – | 0.16% | 79 |
|
|
2025
Q1 | $554K | Hold |
13,348
| – | – | 0.18% | 70 |
|
|
2024
Q4 | $564K | Hold |
13,348
| – | – | 0.18% | 66 |
|
|
2024
Q3 | $552K | Hold |
13,348
| – | – | 0.18% | 66 |
|
|
2024
Q2 | $537K | Hold |
13,348
| – | – | 0.18% | 62 |
|
|
2024
Q1 | $522K | Hold |
13,348
| – | – | 0.17% | 67 |
|
|
2023
Q4 | $497K | Buy |
13,348
+3,477
| +35% | +$129K | 0.18% | 68 |
|
|
2023
Q3 | $343K | Hold |
9,871
| – | – | 0.13% | 92 |
|
|
2023
Q2 | $347K | Sell |
9,871
-9,481
| -49% | -$333K | 0.13% | 93 |
|
|
2023
Q1 | $643K | Buy |
+19,352
| New | +$643K | 0.25% | 64 |
|