Avantax Advisory Services’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
|
|||||
|
2025
Q1 | $1.9M | Hold |
|
|||||
|
2024
Q4 | $1.93M | Buy |
|
|||||
|
2024
Q3 | $1.86M | Buy |
|
|||||
|
2024
Q2 | $1.72M | Sell |
|
|||||
|
2024
Q1 | $1.68M | Sell |
|
|||||
|
2023
Q4 | $1.68M | Sell |
|
|||||
|
2023
Q3 | $2.27M | Buy |
|
|||||
|
2023
Q2 | $2.21M | Sell |
|
|||||
|
2023
Q1 | $2.27M | Buy |
|
|||||
|
2022
Q4 | $2.15M | Buy |
|
|||||
|
2022
Q3 | $1.75M | Buy |
|
|||||
|
2022
Q2 | $1.06M | Buy |
|
|||||
|
2022
Q1 | $886K | Buy |
|
|||||
|
2021
Q4 | $801K | Buy |
|
|||||
|
2021
Q3 | $748K | Buy |
|
|||||
|
2021
Q2 | $599K | Hold |
|
|||||
|
2021
Q1 | $585K | Buy |
|
|||||
|
2020
Q4 | $542K | Buy |
|