GSWM
Greenup Street Wealth Management’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
7,639
+646
| +9% | +$25.8K | 0.05% | 86 |
|
|
2025
Q1 | $263K | Hold |
6,993
| – | – | 0.05% | 90 |
|
|
2024
Q4 | $269K | Hold |
6,993
| – | – | 0.05% | 85 |
|
|
2024
Q3 | $268K | Buy |
+6,993
| New | +$268K | 0.06% | 78 |
|
|
2023
Q2 | – | Sell |
-6,993
| Closed | -$220K | – | 105 |
|
|
2023
Q1 | $220K | Buy |
+6,993
| New | +$220K | 0.08% | 74 |
|