Blue Bell Private Wealth Management’s Innovator US Equity Accelerated ETF October XDOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $81.7K | Hold |
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|
2025
Q2 | $78K | Sell |
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|
2025
Q1 | $86.3K | Hold |
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|
2024
Q4 | $89.4K | Hold |
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|
2024
Q3 | $87.3K | Hold |
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|
2024
Q2 | $85.9K | Hold |
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|
2024
Q1 | $84.1K | Hold |
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|
2023
Q4 | $80.4K | Hold |
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|
2023
Q3 | $73.9K | Sell |
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|
2023
Q2 | $96.9K | Sell |
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|
2023
Q1 | $137K | Hold |
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|
2022
Q4 | $127K | Buy |
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|
2022
Q3 | $65K | Hold |
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|
2022
Q2 | $69K | Sell |
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|
2022
Q1 | $109K | Sell |
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|
2021
Q4 | $132K | Buy |
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