Forvis Mazars Wealth Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
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2025
Q1 | $481K | Sell |
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|
2024
Q4 | $801K | Sell |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.8M | Sell |
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|
2022
Q4 | $1.79M | Sell |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.64M | Buy |
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