Sequoia Financial Advisors’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
38,973
-16,239
| -29% | -$617K | 0.01% | 554 |
|
|
2025
Q1 | $1.98M | Buy |
55,212
+3,596
| +7% | +$129K | 0.02% | 439 |
|
|
2024
Q4 | $1.9M | Hold |
51,616
| – | – | 0.02% | 414 |
|
|
2024
Q3 | $1.86M | Hold |
51,616
| – | – | 0.02% | 393 |
|
|
2024
Q2 | $1.81M | Hold |
51,616
| – | – | 0.02% | 348 |
|
|
2024
Q1 | $1.76M | Hold |
51,616
| – | – | 0.02% | 351 |
|
|
2023
Q4 | $1.69M | Hold |
51,616
| – | – | 0.02% | 395 |
|
|
2023
Q3 | $1.57M | Hold |
51,616
| – | – | 0.03% | 263 |
|
|
2023
Q2 | $1.59M | Hold |
51,616
| – | – | 0.03% | 270 |
|
|
2023
Q1 | $1.51M | Buy |
+51,616
| New | +$1.51M | 0.03% | 250 |
|