Schulz Wealth’s Innovator US Equity Buffer ETF July BJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
5,125
| – | – | 0.18% | 59 |
|
|
2025
Q1 | $221K | Hold |
5,125
| – | – | 0.17% | 59 |
|
|
2024
Q4 | $228K | Hold |
5,125
| – | – | 0.18% | 57 |
|
|
2024
Q3 | $224K | Sell |
5,125
-3,390
| -40% | -$148K | 0.17% | 54 |
|
|
2024
Q2 | $356K | Hold |
8,515
| – | – | 0.3% | 41 |
|
|
2024
Q1 | $343K | Hold |
8,515
| – | – | 0.29% | 41 |
|
|
2023
Q4 | $320K | Buy |
+8,515
| New | +$320K | 0.31% | 40 |
|