CWG
Crown Wealth Group’s Innovator Growth-100 Power Buffer ETF January NJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Hold |
36,233
| – | – | 0.69% | 25 |
|
|
2025
Q1 | $1.68M | Sell |
36,233
-376
| -1% | -$17.4K | 0.87% | 21 |
|
|
2024
Q4 | $1.76M | Sell |
36,609
-263
| -0.7% | -$12.6K | 0.72% | 26 |
|
|
2024
Q3 | $1.71M | Sell |
36,872
-4,411
| -11% | -$205K | 0.74% | 24 |
|
|
2024
Q2 | $1.87M | Hold |
41,283
| – | – | 0.94% | 21 |
|
|
2024
Q1 | $1.8M | Buy |
41,283
+10,983
| +36% | +$479K | 0.93% | 19 |
|
|
2023
Q4 | $1.26M | Buy |
+30,300
| New | +$1.26M | 0.76% | 21 |
|