Capasso Planning Partners’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-27,973
Closed -$793K 159
2024
Q3
$793K Sell
27,973
-86,975
-76% -$2.46M 0.23% 67
2024
Q2
$3.18M Sell
114,948
-20,196
-15% -$559K 1.03% 20
2024
Q1
$3.64M Buy
135,144
+5,083
+4% +$137K 1.51% 13
2023
Q4
$3.35M Buy
+130,061
New +$3.35M 1.56% 15