BFWM
Bright Futures Wealth Management’s Innovator US Equity Accelerated 9 Buffer ETF April XBAP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $357K | Sell |
10,816
-1,214
| -10% | -$40.1K | 0.39% | 77 |
|
2024
Q4 | $416K | Buy |
12,030
+790
| +7% | +$27.3K | 0.37% | 75 |
|
2024
Q3 | $377K | Buy |
11,240
+510
| +5% | +$17.1K | 0.18% | 139 |
|
2024
Q2 | $342K | Buy |
10,730
+63
| +0.6% | +$2.01K | 0.19% | 140 |
|
2024
Q1 | $345K | Buy |
+10,667
| New | +$345K | 0.19% | 137 |
|