Retirement Planning Group (Kansas)’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Hold |
5,672
| – | – | 0.01% | 281 |
|
|
2025
Q1 | $228K | Hold |
5,672
| – | – | 0.01% | 275 |
|
|
2024
Q4 | $234K | Hold |
5,672
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $230K | Hold |
5,672
| – | – | 0.01% | 250 |
|
|
2024
Q2 | $220K | Sell |
5,672
-848
| -13% | -$32.9K | 0.01% | 223 |
|
|
2024
Q1 | $248K | Sell |
6,520
-686
| -10% | -$26.1K | 0.02% | 197 |
|
|
2023
Q4 | $261K | Hold |
7,206
| – | – | 0.02% | 156 |
|
|
2023
Q3 | $243K | Hold |
7,206
| – | – | 0.03% | 140 |
|
|
2023
Q2 | $247K | Sell |
7,206
-26
| -0.4% | -$890 | 0.02% | 145 |
|
|
2023
Q1 | $229K | Hold |
7,232
| – | – | 0.02% | 133 |
|
|
2022
Q4 | $218K | Sell |
7,232
-79
| -1% | -$2.39K | 0.02% | 128 |
|
|
2022
Q3 | $209K | Buy |
+7,311
| New | +$209K | 0.03% | 121 |
|