RWM
Reston Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Hold |
6,890
| – | – | 0.1% | 40 |
|
|
2025
Q1 | $265K | Hold |
6,890
| – | – | 0.11% | 41 |
|
|
2024
Q4 | $269K | Sell |
6,890
-500
| -7% | -$19.5K | 0.1% | 40 |
|
|
2024
Q3 | $285K | Hold |
7,390
| – | – | 0.1% | 41 |
|
|
2024
Q2 | $277K | Hold |
7,390
| – | – | 0.11% | 41 |
|
|
2024
Q1 | $270K | Hold |
7,390
| – | – | 0.11% | 43 |
|
|
2023
Q4 | $257K | Hold |
7,390
| – | – | 0.12% | 42 |
|
|
2023
Q3 | $239K | Buy |
+7,390
| New | +$239K | 0.12% | 44 |
|