EverSource Wealth Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Hold |
2,369
| – | – | 0.01% | 958 |
|
|
2025
Q1 | $142K | Hold |
2,369
| – | – | 0.01% | 781 |
|
|
2024
Q4 | $149K | Buy |
2,369
+1,348
| +132% | +$84.6K | 0.01% | 769 |
|
|
2024
Q3 | $62.1K | Sell |
1,021
-293
| -22% | -$17.8K | ﹤0.01% | 978 |
|
|
2024
Q2 | $77.8K | Sell |
1,314
-443
| -25% | -$26.2K | 0.01% | 903 |
|
|
2024
Q1 | $100K | Buy |
+1,757
| New | +$100K | 0.01% | 702 |
|