EverSource Wealth Advisors’s Innovator US Equity Buffer ETF July BJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
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|
2025
Q1 | $317K | Hold |
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|
2024
Q4 | $327K | Buy |
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|
2024
Q3 | $218K | Buy |
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|
2024
Q2 | $192K | Hold |
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|
2024
Q1 | $180K | Hold |
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|
2023
Q4 | $171K | Hold |
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|
2023
Q3 | $157K | Sell |
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|
2023
Q2 | $180K | Hold |
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|
2023
Q1 | $166K | Hold |
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|
2022
Q4 | $157K | Hold |
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|
2022
Q3 | $148K | Buy |
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