Atticus Wealth Management’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Buy |
15,838
+6,929
| +78% | +$275K | 0.17% | 77 |
|
|
2025
Q1 | $330K | Hold |
8,909
| – | – | 0.11% | 96 |
|
|
2024
Q4 | $334K | Hold |
8,909
| – | – | 0.1% | 89 |
|
|
2024
Q3 | $329K | Hold |
8,909
| – | – | 0.11% | 92 |
|
|
2024
Q2 | $317K | Hold |
8,909
| – | – | 0.1% | 90 |
|
|
2024
Q1 | $308K | Hold |
8,909
| – | – | 0.1% | 95 |
|
|
2023
Q4 | $297K | Hold |
8,909
| – | – | 0.1% | 99 |
|
|
2023
Q3 | $279K | Hold |
8,909
| – | – | 0.11% | 107 |
|
|
2023
Q2 | $282K | Buy |
+8,909
| New | +$282K | 0.1% | 106 |
|