Avantax Planning Partners’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 | $217K | Buy |
+4,955
| New | +$217K | 0.01% | 418 |
|
|
2025
Q1 | – | Sell |
-5,370
| Closed | -$221K | – | 451 |
|
|
2024
Q4 | $221K | Sell |
5,370
-519
| -9% | -$21.4K | 0.01% | 396 |
|
|
2024
Q3 | $238K | Sell |
5,889
-40
| -0.7% | -$1.62K | 0.01% | 381 |
|
|
2024
Q2 | $230K | Sell |
5,929
-35
| -0.6% | -$1.36K | 0.01% | 411 |
|
|
2024
Q1 | $227K | Buy |
+5,964
| New | +$227K | 0.01% | 421 |
|