Lineweaver 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
Q3 | $578K | Hold |
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2025
Q2 | $556K | Hold |
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2025
Q1 | $510K | Hold |
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2024
Q4 | $522K | Hold |
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2024
Q3 | $513K | Sell |
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2024
Q2 | $549K | Hold |
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2024
Q1 | $537K | Sell |
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2023
Q4 | $533K | Hold |
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2023
Q3 | $496K | Buy |
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2022
Q4 | – | Sell |
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2022
Q3 | $1.86M | Buy |
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2022
Q2 | $1.87M | Buy |
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2022
Q1 | $1.94M | Hold |
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2021
Q4 | $1.95M | Hold |
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2021
Q3 | $1.88M | Buy |
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2021
Q2 | $1.53M | Buy |
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