Atticus Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Hold |
19,190
| – | – | 0.23% | 59 |
|
|
2025
Q1 | $771K | Hold |
19,190
| – | – | 0.25% | 55 |
|
|
2024
Q4 | $790K | Sell |
19,190
-7,000
| -27% | -$288K | 0.25% | 50 |
|
|
2024
Q3 | $1.06M | Hold |
26,190
| – | – | 0.34% | 39 |
|
|
2024
Q2 | $1.02M | Hold |
26,190
| – | – | 0.33% | 37 |
|
|
2024
Q1 | $995K | Hold |
26,190
| – | – | 0.33% | 44 |
|
|
2023
Q4 | $948K | Sell |
26,190
-160
| -0.6% | -$5.79K | 0.33% | 44 |
|
|
2023
Q3 | $888K | Buy |
+26,350
| New | +$888K | 0.34% | 42 |
|