BCGM Wealth Management’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Hold |
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|
2025
Q1 | $813K | Buy |
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|
2024
Q4 | $353K | Hold |
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|
2024
Q3 | $351K | Hold |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $330K | Buy |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $378K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $353K | Hold |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $355K | Hold |
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|
2022
Q1 | $348K | Hold |
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|
2021
Q4 | $383K | Hold |
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|
2021
Q3 | $374K | Hold |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $358K | Hold |
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|
2020
Q4 | $356K | Buy |
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