HFG Wealth Management’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
9,893
-3,631
| -27% | -$146K | 0.24% | 41 |
|
|
2025
Q1 | $557K | Sell |
13,524
-86,223
| -86% | -$3.55M | 0.34% | 38 |
|
|
2024
Q4 | $4.04M | Sell |
99,747
-35,653
| -26% | -$1.44M | 2.62% | 14 |
|
|
2024
Q3 | $5.26M | Hold |
135,400
| – | – | 3.35% | 10 |
|
|
2024
Q2 | $5.26M | Sell |
135,400
-268,464
| -66% | -$10.4M | 3.35% | 10 |
|
|
2024
Q1 | $15.3M | Buy |
403,864
+22,182
| +6% | +$842K | 9.03% | 3 |
|
|
2023
Q4 | $13.8M | Buy |
+381,682
| New | +$13.8M | 3.39% | 8 |
|