Schulz Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $230K | Hold |
5,615
| – | – | 0.17% | 60 |
|
2025
Q1 | $216K | Hold |
5,615
| – | – | 0.16% | 61 |
|
2024
Q4 | $219K | Hold |
5,615
| – | – | 0.17% | 58 |
|
2024
Q3 | $216K | Hold |
5,615
| – | – | 0.17% | 56 |
|
2024
Q2 | $210K | Hold |
5,615
| – | – | 0.18% | 55 |
|
2024
Q1 | $205K | Buy |
+5,615
| New | +$205K | 0.18% | 57 |
|