PFA
Plotkin Financial Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Sell |
10,987
-3,169
| -22% | -$90.9K | 0.17% | 72 |
|
|
2025
Q1 | $397K | Sell |
14,156
-150
| -1% | -$4.21K | 0.24% | 64 |
|
|
2024
Q4 | $397K | Sell |
14,306
-50
| -0.3% | -$1.39K | 0.24% | 64 |
|
|
2024
Q3 | $394K | Sell |
14,356
-2,983
| -17% | -$81.9K | 0.24% | 64 |
|
|
2024
Q2 | $464K | Sell |
17,339
-300
| -2% | -$8.03K | 0.3% | 53 |
|
|
2024
Q1 | $464K | Sell |
17,639
-2,850
| -14% | -$75K | 0.31% | 52 |
|
|
2023
Q4 | $526K | Buy |
20,489
+3,175
| +18% | +$81.5K | 0.4% | 41 |
|
|
2023
Q3 | $423K | Buy |
+17,314
| New | +$423K | 0.37% | 48 |
|