Clay Northam Wealth Management’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $286K | Hold |
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|
2025
Q2 | $277K | Buy |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $247K | Sell |
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|
2024
Q2 | $380K | Hold |
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|
2024
Q1 | $368K | Hold |
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|
2023
Q4 | $356K | Hold |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $337K | Hold |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $366K | Hold |
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|
2022
Q3 | $349K | Hold |
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|
2022
Q2 | $358K | Buy |
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