Schulz Wealth’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 | $553K | Sell |
12,615
-2,216
| -15% | -$97.2K | 0.41% | 36 |
|
|
2025
Q1 | $596K | Hold |
14,831
| – | – | 0.45% | 33 |
|
|
2024
Q4 | $611K | Hold |
14,831
| – | – | 0.47% | 31 |
|
|
2024
Q3 | $600K | Hold |
14,831
| – | – | 0.46% | 29 |
|
|
2024
Q2 | $576K | Hold |
14,831
| – | – | 0.49% | 27 |
|
|
2024
Q1 | $563K | Sell |
14,831
-90
| -0.6% | -$3.42K | 0.48% | 27 |
|
|
2023
Q4 | $540K | Buy |
+14,921
| New | +$540K | 0.52% | 30 |
|