Patriot Financial Group Insurance Agency’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.42M | Sell |
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|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $954K | Hold |
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|
2023
Q3 | $890K | Buy |
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|
2023
Q2 | $897K | Buy |
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|
2023
Q1 | $849K | Buy |
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|
2022
Q4 | $602K | Hold |
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|
2022
Q3 | $563K | Hold |
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|
2022
Q2 | $572K | Sell |
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|
2022
Q1 | $628K | Buy |
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|
2021
Q4 | $370K | Hold |
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|
2021
Q3 | $361K | Hold |
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|
2021
Q2 | $359K | Hold |
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|
2021
Q1 | $348K | Buy |
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