Caldwell Trust’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Caldwell Trust’s Portfolio PJUL Stock Details PJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.1K	Hold	162
2025 Q1	$6.51K	Hold	162
2024 Q4	$6.67K	Hold	162
2024 Q3	$6.56K	Hold	162
2024 Q2	$6.29K	Hold	162
2024 Q1	$6.15K	Hold	162
2023 Q4	$5.86K	Buy	+162