Forvis Mazars Wealth Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23M | Sell |
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|
2025
Q1 | $7.91M | Sell |
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|
2024
Q4 | $9.12M | Sell |
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|
2024
Q3 | $9.47M | Sell |
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|
2024
Q2 | $10.1M | Sell |
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|
2024
Q1 | $10.7M | Sell |
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|
2023
Q4 | $10.3M | Sell |
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|
2023
Q3 | $12.3M | Buy |
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|
2023
Q2 | $11.2M | Buy |
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|
2023
Q1 | $10M | Sell |
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|
2022
Q4 | $9.79M | Sell |
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|
2022
Q3 | $9.31M | Buy |
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|
2022
Q2 | $8.94M | Buy |
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