EWA
Evolution Wealth Advisors’s Innovator US Equity Buffer ETF September BSEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,285
| Closed | -$524K | – | 125 |
|
|
2022
Q4 | $524K | Hold |
17,285
| – | – | 0.13% | 69 |
|
|
2022
Q3 | $495K | Hold |
17,285
| – | – | 0.14% | 66 |
|
|
2022
Q2 | $506K | Hold |
17,285
| – | – | 0.13% | 72 |
|
|
2022
Q1 | $564K | Hold |
17,285
| – | – | 0.12% | 70 |
|
|
2021
Q4 | $577 | Hold |
17,285
| – | – | 0.09% | 72 |
|
|
2021
Q3 | $540K | Buy |
+17,285
| New | +$540K | 0.12% | 61 |
|