BWM
BCS Wealth Management’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
4,900
-1,082
| -18% | -$55K | 0.05% | 225 |
|
|
2025
Q1 | $277K | Buy |
5,982
+1,270
| +27% | +$58.8K | 0.07% | 204 |
|
|
2024
Q4 | $227K | Sell |
4,712
-1,702
| -27% | -$82K | 0.06% | 230 |
|
|
2024
Q3 | $298K | Hold |
6,414
| – | – | 0.13% | 128 |
|
|
2024
Q2 | $291K | Hold |
6,414
| – | – | 0.14% | 125 |
|
|
2024
Q1 | $280K | Buy |
+6,414
| New | +$280K | 0.09% | 193 |
|