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Cardinal Point Wealth Management Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio PJUL Stock Details PJUL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.36M Buy
43,065
+8,200
+24% +$259K 0.41% 22
2022
Q4 		$1.05M Buy
34,865
+8,250
+31% +$249K 0.36% 23
2022
Q3 		$769K Buy
+26,615
New +$769K 0.37% 25