Crown Wealth Group’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
57,344
+45,029
| +366% | +$1.31M | 0.63% | 29 |
|
|
2025
Q1 | $344K | Sell |
12,315
-8,885
| -42% | -$248K | 0.18% | 62 |
|
|
2024
Q4 | $624K | Hold |
21,200
| – | – | 0.25% | 51 |
|
|
2024
Q3 | $618K | Sell |
21,200
-3,526
| -14% | -$103K | 0.27% | 54 |
|
|
2024
Q2 | $683K | Sell |
24,726
-69
| -0.3% | -$1.91K | 0.34% | 44 |
|
|
2024
Q1 | $696K | Sell |
24,795
-1,512
| -6% | -$42.5K | 0.36% | 38 |
|
|
2023
Q4 | $712K | Sell |
26,307
-3,993
| -13% | -$108K | 0.43% | 33 |
|
|
2023
Q3 | $758K | Buy |
+30,300
| New | +$758K | 0.57% | 29 |
|