DHJJ Financial Advisors’s Innovator US Equity Accelerated 9 Buffer ETF October XBOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Hold |
5,740
| – | – | 0.07% | 178 |
|
|
2025
Q1 | $171K | Hold |
5,740
| – | – | 0.07% | 171 |
|
|
2024
Q4 | $173K | Hold |
5,740
| – | – | 0.07% | 168 |
|
|
2024
Q3 | $171K | Sell |
5,740
-65
| -1% | -$1.93K | 0.07% | 161 |
|
|
2024
Q2 | $170K | Sell |
5,805
-775
| -12% | -$22.7K | 0.07% | 156 |
|
|
2024
Q1 | $189K | Sell |
6,580
-20
| -0.3% | -$575 | 0.08% | 145 |
|
|
2023
Q4 | $184K | Buy |
6,600
+680
| +11% | +$18.9K | 0.09% | 140 |
|
|
2023
Q3 | $155K | Buy |
+5,920
| New | +$155K | 0.08% | 147 |
|