Berkshire Money 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
Q3 | $6.2M | Sell |
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|
2025
Q2 | $5.88M | Sell |
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|
2025
Q1 | $9.07M | Sell |
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|
2024
Q4 | $13.8M | Sell |
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|
2024
Q3 | $68.6M | Buy |
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|
2024
Q2 | $61M | Buy |
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|
2024
Q1 | $59.6M | Buy |
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|
2023
Q4 | $16.4M | Sell |
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|
2023
Q3 | $19.5M | Buy |
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|
2023
Q2 | $20.3M | Buy |
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|
2023
Q1 | $19.2M | Buy |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.83M | Hold |
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|
2022
Q2 | $1.83M | Hold |
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|
2022
Q1 | $2.03M | Hold |
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|
2021
Q4 | $2.1M | Sell |
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|
2021
Q3 | $2.14M | Hold |
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|
2021
Q2 | $2.14M | Sell |
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|
2021
Q1 | $2.17M | Sell |
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|
2020
Q4 | $2.2M | Sell |
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|
2020
Q3 | $50.4M | Buy |
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|
2020
Q2 | $966K | Sell |
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|
2020
Q1 | $19.2M | Buy |
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