Forvis Mazars Wealth Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Sell |
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|
2025
Q1 | $2.92M | Sell |
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|
2024
Q4 | $3.86M | Sell |
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|
2024
Q3 | $4.29M | Sell |
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|
2024
Q2 | $4.56M | Sell |
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|
2024
Q1 | $4.56M | Sell |
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|
2023
Q4 | $4.42M | Sell |
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|
2023
Q3 | $5.84M | Buy |
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|
2023
Q2 | $5.22M | Sell |
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|
2023
Q1 | $5M | Sell |
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|
2022
Q4 | $4.84M | Sell |
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|
2022
Q3 | $4.74M | Buy |
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|
2022
Q2 | $712K | Buy |
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