Patriot Financial Group Insurance Agency’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.15M | Sell |
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2025
Q3 | $1.13M | Sell |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.06M | Hold |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $971K | Buy |
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|
2024
Q1 | $785K | Sell |
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|
2023
Q4 | $783K | Buy |
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|
2023
Q3 | $710K | Buy |
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|
2023
Q2 | $635K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $135K | Buy |
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|
2022
Q1 | $131K | Hold |
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|
2021
Q4 | $132K | Hold |
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|
2021
Q3 | $127K | Hold |
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|
2021
Q2 | $127K | Buy |
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|
2021
Q1 | $62K | Hold |
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|
2020
Q4 | $61K | Hold |
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|
2020
Q3 | $59K | Buy |
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|
2020
Q2 | $20K | Buy |
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