Blue Bell Private 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 | $497K | Sell |
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2025
Q1 | $486K | Sell |
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2024
Q4 | $514K | Sell |
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2024
Q3 | $576K | Sell |
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2024
Q2 | $664K | Sell |
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|
2024
Q1 | $706K | Sell |
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|
2023
Q4 | $748K | Sell |
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|
2023
Q3 | $727K | Sell |
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|
2023
Q2 | $766K | Sell |
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|
2023
Q1 | $785K | Sell |
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|
2022
Q4 | $771K | Buy |
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|
2022
Q3 | $704K | Buy |
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