BMM
Berkshire Money Management’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
+2,266
| New | +$154K | 0.02% | 110 |
|
|
2024
Q3 | – | Sell |
-16,208
| Closed | -$964K | – | 41 |
|
|
2024
Q2 | $964K | Hold |
16,208
| – | – | 0.12% | 30 |
|
|
2024
Q1 | $934K | Sell |
16,208
-165,544
| -91% | -$9.54M | 0.11% | 35 |
|
|
2023
Q4 | $10M | Buy |
181,752
+15,445
| +9% | +$851K | 1.33% | 17 |
|
|
2023
Q3 | $8.45M | Buy |
+166,307
| New | +$8.45M | 1.28% | 18 |
|