PWA
Pillar Wealth Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-61,769
| Closed | -$2.31M | – | 50 |
|
|
2024
Q2 | $2.31M | Sell |
61,769
-21,712
| -26% | -$814K | 2.78% | 10 |
|
|
2024
Q1 | $3.05M | Hold |
83,481
| – | – | 2.3% | 12 |
|
|
2023
Q4 | $2.9M | Hold |
83,481
| – | – | 2.24% | 10 |
|
|
2023
Q3 | $2.7M | Hold |
83,481
| – | – | 2.34% | 9 |
|
|
2023
Q2 | $2.73M | Hold |
83,481
| – | – | 2.28% | 9 |
|
|
2023
Q1 | $2.56M | Hold |
83,481
| – | – | 2.55% | 8 |
|
|
2022
Q4 | $2.44M | Hold |
83,481
| – | – | 2.35% | 9 |
|
|
2022
Q3 | $2.32M | Buy |
83,481
+14,934
| +22% | +$415K | 2.31% | 9 |
|
|
2022
Q2 | $1.93M | Hold |
68,547
| – | – | 1.96% | 9 |
|
|
2022
Q1 | $2.06M | Hold |
68,547
| – | – | 1.99% | 10 |
|
|
2021
Q4 | $2.08M | Buy |
+68,547
| New | +$2.08M | 1.98% | 12 |
|