BCS Wealth Management’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $278K | Sell |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $359K | Hold |
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|
2022
Q3 | $342K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $361K | Sell |
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|
2021
Q4 | $495K | Buy |
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|
2021
Q3 | $486K | Buy |
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|
2021
Q2 | $299K | Buy |
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