Outlook Wealth Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Hold |
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|
2025
Q1 | $355K | Hold |
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|
2024
Q4 | $374K | Hold |
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|
2024
Q3 | $370K | Hold |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $357K | Sell |
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|
2023
Q4 | $370K | Hold |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $321K | Hold |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $303K | Hold |
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|
2022
Q3 | $289K | Sell |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $459K | Hold |
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|
2021
Q4 | $472K | Hold |
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|
2021
Q3 | $466K | Buy |
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