Epic Trust Investment Advisors’s Innovator US Equity Accelerated 9 Buffer ETF January XBJA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $401K | Hold |
14,503
| – | – | 0.44% | 57 |
|
|
2024
Q1 | $391K | Hold |
14,503
| – | – | 0.48% | 54 |
|
|
2023
Q4 | $374K | Hold |
14,503
| – | – | 0.5% | 54 |
|
|
2023
Q3 | $359K | Hold |
14,503
| – | – | 0.57% | 51 |
|
|
2023
Q2 | $357K | Hold |
14,503
| – | – | 0.51% | 51 |
|
|
2023
Q1 | $338K | Hold |
14,503
| – | – | 0.41% | 65 |
|
|
2022
Q4 | $318K | Sell |
14,503
-200
| -1% | -$4.39K | 0.48% | 67 |
|
|
2022
Q3 | $302K | Buy |
+14,703
| New | +$302K | 0.42% | 74 |
|
|
2022
Q2 | – | Sell |
-14,903
| Closed | -$360K | – | 95 |
|
|
2022
Q1 | $360K | Buy |
+14,903
| New | +$360K | 0.56% | 39 |
|