DHJJ Financial Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
14,452
+281
| +2% | +$12.3K | 0.23% | 83 |
|
|
2025
Q1 | $570K | Sell |
14,171
-1,200
| -8% | -$48.2K | 0.23% | 83 |
|
|
2024
Q4 | $633K | Sell |
15,371
-59
| -0.4% | -$2.43K | 0.25% | 78 |
|
|
2024
Q3 | $625K | Buy |
15,430
+2,177
| +16% | +$88.1K | 0.25% | 77 |
|
|
2024
Q2 | $515K | Sell |
13,253
-2,190
| -14% | -$85.1K | 0.22% | 83 |
|
|
2024
Q1 | $587K | Sell |
15,443
-1,100
| -7% | -$41.8K | 0.26% | 73 |
|
|
2023
Q4 | $599K | Sell |
16,543
-194
| -1% | -$7.02K | 0.28% | 66 |
|
|
2023
Q3 | $564K | Buy |
16,737
+1,257
| +8% | +$42.4K | 0.29% | 67 |
|
|
2023
Q2 | $530K | Hold |
15,480
| – | – | 0.28% | 74 |
|
|
2023
Q1 | $490K | Sell |
15,480
-367
| -2% | -$11.6K | 0.27% | 76 |
|
|
2022
Q4 | $478K | Sell |
15,847
-706
| -4% | -$21.3K | 0.27% | 74 |
|
|
2022
Q3 | $474K | Buy |
16,553
+2,673
| +19% | +$76.5K | 0.28% | 75 |
|
|
2022
Q2 | $448K | Hold |
13,880
| – | – | 0.25% | 83 |
|
|
2022
Q1 | $426K | Buy |
13,880
+645
| +5% | +$19.8K | 0.2% | 89 |
|
|
2021
Q4 | $408K | Buy |
13,235
+340
| +3% | +$10.5K | 0.19% | 92 |
|
|
2021
Q3 | $394K | Buy |
+12,895
| New | +$394K | 0.2% | 91 |
|