LWA
Lineweaver Wealth Advisors’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Buy |
211,093
+594
| +0.3% | +$19.8K | 1.11% | 24 |
|
|
2025
Q1 | $6.61M | Buy |
210,499
+5,222
| +3% | +$164K | 1.13% | 20 |
|
|
2024
Q4 | $6.57M | Sell |
205,277
-987
| -0.5% | -$31.6K | 1.22% | 19 |
|
|
2024
Q3 | $6.5M | Buy |
206,264
+3,490
| +2% | +$110K | 1.24% | 18 |
|
|
2024
Q2 | $6.18M | Buy |
202,774
+6,214
| +3% | +$189K | 1.28% | 18 |
|
|
2024
Q1 | $5.8M | Buy |
196,560
+15,573
| +9% | +$459K | 1.38% | 17 |
|
|
2023
Q4 | $5.1M | Buy |
180,987
+13,527
| +8% | +$382K | 1.32% | 17 |
|
|
2023
Q3 | $4.46M | Buy |
+167,460
| New | +$4.46M | 1.3% | 16 |
|