Cypress Financial Planning’s Innovator US Equity Buffer ETF January BJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
6,428
-553
| -8% | -$27.8K | 0.11% | 65 |
|
|
2025
Q1 | $326K | Sell |
6,981
-1,092
| -14% | -$50.9K | 0.12% | 61 |
|
|
2024
Q4 | $387K | Hold |
8,073
| – | – | 0.14% | 48 |
|
|
2024
Q3 | $376K | Buy |
8,073
+2,082
| +35% | +$96.9K | 0.14% | 50 |
|
|
2024
Q2 | $270K | Sell |
5,991
-236
| -4% | -$10.6K | 0.11% | 60 |
|
|
2024
Q1 | $271K | Hold |
6,227
| – | – | 0.12% | 58 |
|
|
2023
Q4 | $251K | Hold |
6,227
| – | – | 0.23% | 33 |
|
|
2023
Q3 | $229K | Hold |
6,227
| – | – | 0.13% | 55 |
|
|
2023
Q2 | $235K | Hold |
6,227
| – | – | 0.13% | 53 |
|
|
2023
Q1 | $220K | Buy |
+6,227
| New | +$220K | 0.13% | 54 |
|