DHJJ Financial Advisors’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Buy |
21,471
+4,624
| +27% | +$184K | 0.31% | 62 |
|
|
2025
Q1 | $624K | Sell |
16,847
-590
| -3% | -$21.8K | 0.25% | 77 |
|
|
2024
Q4 | $654K | Hold |
17,437
| – | – | 0.25% | 75 |
|
|
2024
Q3 | $643K | Hold |
17,437
| – | – | 0.25% | 74 |
|
|
2024
Q2 | $621K | Buy |
17,437
+2,278
| +15% | +$81.1K | 0.26% | 76 |
|
|
2024
Q1 | $523K | Sell |
15,159
-2,301
| -13% | -$79.4K | 0.23% | 77 |
|
|
2023
Q4 | $583K | Sell |
17,460
-775
| -4% | -$25.9K | 0.27% | 69 |
|
|
2023
Q3 | $571K | Sell |
18,235
-150
| -0.8% | -$4.7K | 0.29% | 66 |
|
|
2023
Q2 | $582K | Sell |
18,385
-290
| -2% | -$9.18K | 0.3% | 68 |
|
|
2023
Q1 | $575K | Sell |
18,675
-775
| -4% | -$23.9K | 0.31% | 69 |
|
|
2022
Q4 | $578K | Sell |
19,450
-4,965
| -20% | -$148K | 0.33% | 68 |
|
|
2022
Q3 | $693K | Buy |
24,415
+694
| +3% | +$19.7K | 0.4% | 55 |
|
|
2022
Q2 | $690K | Buy |
23,721
+350
| +1% | +$10.2K | 0.39% | 57 |
|
|
2022
Q1 | $753K | Hold |
23,371
| – | – | 0.36% | 59 |
|
|
2021
Q4 | $753K | Hold |
23,371
| – | – | 0.35% | 58 |
|
|
2021
Q3 | $726K | Buy |
23,371
+2,470
| +12% | +$76.7K | 0.38% | 55 |
|
|
2021
Q2 | $649K | Buy |
20,901
+2,870
| +16% | +$89.1K | 0.34% | 58 |
|
|
2021
Q1 | $553K | Hold |
18,031
| – | – | 0.32% | 59 |
|
|
2020
Q4 | $542K | Buy |
+18,031
| New | +$542K | 0.34% | 57 |
|