Sequoia Financial Advisors’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
23,259
-7,850
| -25% | -$534K | 0.01% | 533 |
|
|
2025
Q1 | $1.87M | Hold |
31,109
| – | – | 0.01% | 448 |
|
|
2024
Q4 | $1.95M | Sell |
31,109
-976
| -3% | -$61.3K | 0.02% | 409 |
|
|
2024
Q3 | $1.95M | Sell |
32,085
-341
| -1% | -$20.7K | 0.02% | 380 |
|
|
2024
Q2 | $1.93M | Hold |
32,426
| – | – | 0.02% | 333 |
|
|
2024
Q1 | $1.87M | Sell |
32,426
-1,367
| -4% | -$78.8K | 0.02% | 338 |
|
|
2023
Q4 | $1.86M | Hold |
33,793
| – | – | 0.02% | 364 |
|
|
2023
Q3 | $1.72M | Hold |
33,793
| – | – | 0.03% | 246 |
|
|
2023
Q2 | $1.73M | Buy |
+33,793
| New | +$1.73M | 0.03% | 259 |
|