Financial Network Wealth Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Sell |
3,173
-20
| -0.6% | -$818 | 0.16% | 127 |
|
|
2025
Q1 | $123K | Sell |
3,193
-330
| -9% | -$12.7K | 0.16% | 120 |
|
|
2024
Q4 | $138K | Sell |
3,523
-2,866
| -45% | -$112K | 0.26% | 79 |
|
|
2024
Q3 | $246K | Sell |
6,389
-328
| -5% | -$12.6K | 0.2% | 98 |
|
|
2024
Q2 | $252K | Sell |
6,717
-256
| -4% | -$9.59K | 0.19% | 109 |
|
|
2024
Q1 | $255K | Hold |
6,973
| – | – | 0.25% | 96 |
|
|
2023
Q4 | $242K | Buy |
+6,973
| New | +$242K | 0.26% | 96 |
|