Clay Northam Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $356K | Hold |
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|
2025
Q2 | $339K | Hold |
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|
2025
Q1 | $318K | Hold |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $346K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $328K | Sell |
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $307K | Hold |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $332K | Hold |
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|
2022
Q3 | $316K | Buy |
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