Retirement Planning Group (Kansas)’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,805
| Closed | -$285K | – | 192 |
|
|
2023
Q3 | $285K | Sell |
8,805
-367
| -4% | -$11.9K | 0.03% | 129 |
|
|
2023
Q2 | $300K | Sell |
9,172
-4,147
| -31% | -$136K | 0.03% | 129 |
|
|
2023
Q1 | $409K | Hold |
13,319
| – | – | 0.04% | 103 |
|
|
2022
Q4 | $390K | Sell |
13,319
-1,810
| -12% | -$52.9K | 0.04% | 101 |
|
|
2022
Q3 | $421K | Buy |
+15,129
| New | +$421K | 0.05% | 93 |
|