EverSource Wealth Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.5K | Hold |
1,402
| – | – | ﹤0.01% | 1577 |
|
|
2025
Q1 | $50.1K | Hold |
1,402
| – | – | ﹤0.01% | 1240 |
|
|
2024
Q4 | $52.4K | Hold |
1,402
| – | – | ﹤0.01% | 1171 |
|
|
2024
Q3 | $52K | Sell |
1,402
-443
| -24% | -$16.4K | ﹤0.01% | 1053 |
|
|
2024
Q2 | $67.9K | Sell |
1,845
-639
| -26% | -$23.5K | ﹤0.01% | 953 |
|
|
2024
Q1 | $84.8K | Buy |
+2,484
| New | +$84.8K | 0.01% | 771 |
|