PWM
Palumbo Wealth Management’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Hold |
18,354
| – | – | 0.21% | 77 |
|
|
2025
Q1 | $657K | Hold |
18,354
| – | – | 0.22% | 72 |
|
|
2024
Q4 | $659K | Hold |
18,354
| – | – | 0.25% | 70 |
|
|
2024
Q3 | $647K | Hold |
18,354
| – | – | 0.25% | 71 |
|
|
2024
Q2 | $626K | Buy |
+18,354
| New | +$626K | 0.26% | 66 |
|
|
2023
Q2 | – | Sell |
-43,150
| Closed | -$1.24M | – | 109 |
|
|
2023
Q1 | $1.24M | Buy |
+43,150
| New | +$1.24M | 0.83% | 28 |
|