Long Island Wealth Management’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 | $456K | Buy |
6,698
+2,110
| +46% | +$144K | 0.24% | 59 |
|
|
2025
Q1 | $275K | Hold |
4,588
| – | – | 0.17% | 67 |
|
|
2024
Q4 | $288K | Hold |
4,588
| – | – | 0.18% | 63 |
|
|
2024
Q3 | $279K | Sell |
4,588
-1,520
| -25% | -$92.4K | 0.18% | 62 |
|
|
2024
Q2 | $363K | Hold |
6,108
| – | – | 0.26% | 58 |
|
|
2024
Q1 | $352K | Sell |
6,108
-44
| -0.7% | -$2.54K | 0.25% | 58 |
|
|
2023
Q4 | $339K | Buy |
+6,152
| New | +$339K | 0.24% | 61 |
|