BWM
BCS Wealth Management’s Innovator International Developed Power Buffer ETF January IJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
7,696
-947
| -11% | -$32.4K | 0.06% | 214 |
|
|
2025
Q1 | $276K | Sell |
8,643
-2,143
| -20% | -$68.4K | 0.07% | 206 |
|
|
2024
Q4 | $326K | Sell |
10,786
-1,636
| -13% | -$49.4K | 0.08% | 191 |
|
|
2024
Q3 | $410K | Hold |
12,422
| – | – | 0.17% | 108 |
|
|
2024
Q2 | $390K | Sell |
12,422
-473
| -4% | -$14.9K | 0.19% | 105 |
|
|
2024
Q1 | $403K | Buy |
12,895
+5,134
| +66% | +$160K | 0.13% | 158 |
|
|
2023
Q4 | $236K | Sell |
7,761
-458
| -6% | -$13.9K | 0.09% | 190 |
|
|
2023
Q3 | $229K | Sell |
8,219
-266
| -3% | -$7.41K | 0.1% | 179 |
|
|
2023
Q2 | $247K | Hold |
8,485
| – | – | 0.18% | 97 |
|
|
2023
Q1 | $241K | Buy |
+8,485
| New | +$241K | 0.11% | 137 |
|