Marcum Wealth’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,789
| Closed | -$527K | – | 411 |
|
|
2023
Q4 | $527K | Hold |
15,789
| – | – | 0.06% | 180 |
|
|
2023
Q3 | $494K | Hold |
15,789
| – | – | 0.06% | 174 |
|
|
2023
Q2 | $500K | Hold |
15,789
| – | – | 0.06% | 174 |
|
|
2023
Q1 | $486K | Hold |
15,789
| – | – | 0.06% | 176 |
|
|
2022
Q4 | $469K | Hold |
15,789
| – | – | 0.06% | 177 |
|
|
2022
Q3 | $448K | Hold |
15,789
| – | – | 0.07% | 171 |
|
|
2022
Q2 | $459K | Buy |
+15,789
| New | +$459K | 0.07% | 170 |
|