Elmwood Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.7M | Buy |
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|
2025
Q2 | $2.45M | Sell |
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2025
Q1 | $3.24M | Sell |
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|
2024
Q4 | $3.52M | Buy |
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|
2024
Q3 | $3.44M | Buy |
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|
2024
Q2 | $3.22M | Sell |
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|
2024
Q1 | $3.49M | Buy |
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|
2023
Q4 | $2.58M | Sell |
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|
2023
Q3 | $5.57M | Buy |
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|
2023
Q2 | $3.04M | Sell |
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|
2023
Q1 | $2.83M | Buy |
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|
2022
Q4 | $2.69M | Sell |
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|
2022
Q3 | $2.58M | Buy |
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|
2022
Q2 | $2.36M | Sell |
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|
2022
Q1 | $2.49M | Sell |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q2 | $2.82M | Buy |
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|
2021
Q1 | $2.68M | Buy |
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|
2020
Q3 | $1.97M | Hold |
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|
2020
Q2 | $1.97M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.22M | Buy |
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