Leading Edge Financial Planning’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $219K | Sell |
3,217
-200
| -6% | -$13.6K | 0.06% | 54 |
|
2025
Q1 | $205K | Sell |
3,417
-225
| -6% | -$13.5K | 0.06% | 57 |
|
2024
Q4 | $229K | Hold |
3,642
| – | – | 0.08% | 54 |
|
2024
Q3 | $222K | Sell |
3,642
-100
| -3% | -$6.08K | 0.07% | 53 |
|
2024
Q2 | $222K | Sell |
3,742
-1,364
| -27% | -$81.1K | 0.09% | 47 |
|
2024
Q1 | $294K | Sell |
5,106
-957
| -16% | -$55.2K | 0.13% | 38 |
|
2023
Q4 | $334K | Sell |
6,063
-366
| -6% | -$20.2K | 0.17% | 40 |
|
2023
Q3 | $327K | Buy |
+6,429
| New | +$327K | 0.21% | 46 |
|