Forvis Mazars Wealth Advisors’s Innovator US Small Cap Power Buffer ETF January KJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $437K | Sell |
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|
2025
Q2 | $485K | Sell |
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|
2025
Q1 | $614K | Sell |
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|
2024
Q4 | $997K | Sell |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.35M | Sell |
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|
2024
Q1 | $1.63M | Sell |
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|
2023
Q4 | $1.8M | Sell |
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $1.96M | Sell |
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|
2023
Q1 | $1.91M | Sell |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $1.27M | Sell |
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|
2022
Q2 | $1.28M | Buy |
|