Marshall Financial Group (Maryland)’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $618K | Hold |
14,041
| – | – | 0.12% | 174 |
|
2025
Q1 | $582K | Buy |
+14,041
| New | +$582K | 0.13% | 157 |
|
2023
Q1 | – | Sell |
-9,118
| Closed | -$287K | – | 187 |
|
2022
Q4 | $287K | Hold |
9,118
| – | – | 0.11% | 144 |
|
2022
Q3 | $268K | Hold |
9,118
| – | – | 0.11% | 155 |
|
2022
Q2 | $274K | Hold |
9,118
| – | – | 0.11% | 158 |
|
2022
Q1 | $297K | Buy |
+9,118
| New | +$297K | 0.12% | 171 |
|