Atticus Wealth Management’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
108,604
+4,470
| +4% | +$169K | 1.11% | 15 |
|
|
2025
Q1 | $3.73M | Sell |
104,134
-1,435
| -1% | -$51.4K | 1.22% | 15 |
|
|
2024
Q4 | $3.79M | Sell |
105,569
-8,000
| -7% | -$287K | 1.18% | 17 |
|
|
2024
Q3 | $4M | Hold |
113,569
| – | – | 1.29% | 13 |
|
|
2024
Q2 | $3.87M | Buy |
113,569
+13,055
| +13% | +$445K | 1.27% | 15 |
|
|
2024
Q1 | $3.26M | Hold |
100,514
| – | – | 1.07% | 18 |
|
|
2023
Q4 | $3.16M | Sell |
100,514
-2
| -0% | -$63 | 1.12% | 16 |
|
|
2023
Q3 | $2.97M | Sell |
100,516
-19,680
| -16% | -$581K | 1.14% | 17 |
|
|
2023
Q2 | $3.59M | Buy |
+120,196
| New | +$3.59M | 1.32% | 14 |
|