Evolution Wealth Advisors’s Innovator US Equity Accelerated 9 Buffer ETF July XBJL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
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|
2025
Q1 | $246K | Sell |
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|
2024
Q4 | $424K | Hold |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $381K | Hold |
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|
2023
Q3 | $353K | Hold |
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|
2023
Q2 | $359K | Hold |
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|
2023
Q1 | $340K | Hold |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $299K | Buy |
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