Blue Bell Private Wealth Management’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
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|
2025
Q1 | $422K | Sell |
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|
2024
Q4 | $438K | Sell |
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2024
Q3 | $430K | Sell |
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|
2024
Q2 | $421K | Sell |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $44.6K | Buy |
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|
2022
Q3 | $31K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $91K | Buy |
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|
2020
Q4 | $90K | Hold |
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|
2020
Q3 | $85K | Buy |
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