BWM
Buska Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
7,621
-1,720
| -18% | -$75.4K | 0.09% | 50 |
|
|
2025
Q1 | $375K | Sell |
9,341
-534
| -5% | -$21.5K | 0.12% | 46 |
|
|
2024
Q4 | $407K | Sell |
9,875
-2,806
| -22% | -$116K | 0.13% | 39 |
|
|
2024
Q3 | $513K | Sell |
12,681
-624
| -5% | -$25.3K | 0.18% | 35 |
|
|
2024
Q2 | $517K | Sell |
13,305
-5,440
| -29% | -$211K | 0.21% | 32 |
|
|
2024
Q1 | $712K | Buy |
+18,745
| New | +$712K | 0.31% | 28 |
|