SW
Schulz Wealth’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $870K | Sell |
19,755
-1,370
| -6% | -$60.3K | 0.65% | 27 |
|
|
2025
Q1 | $876K | Hold |
21,125
| – | – | 0.67% | 23 |
|
|
2024
Q4 | $893K | Sell |
21,125
-10
| -0% | -$422 | 0.69% | 22 |
|
|
2024
Q3 | $873K | Hold |
21,135
| – | – | 0.68% | 23 |
|
|
2024
Q2 | $850K | Hold |
21,135
| – | – | 0.72% | 22 |
|
|
2024
Q1 | $827K | Sell |
21,135
-5,985
| -22% | -$234K | 0.71% | 23 |
|
|
2023
Q4 | $1.01M | Buy |
+27,120
| New | +$1.01M | 0.97% | 20 |
|