Sequoia Financial Advisors’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
8,974
| – | – | ﹤0.01% | 1159 |
|
|
2025
Q1 | $332K | Sell |
8,974
-4,216
| -32% | -$156K | ﹤0.01% | 1014 |
|
|
2024
Q4 | $495K | Hold |
13,190
| – | – | ﹤0.01% | 802 |
|
|
2024
Q3 | $486K | Buy |
13,190
+4,216
| +47% | +$155K | 0.01% | 755 |
|
|
2024
Q2 | $320K | Buy |
8,974
+1,431
| +19% | +$51K | ﹤0.01% | 859 |
|
|
2024
Q1 | $260K | Sell |
7,543
-8,421
| -53% | -$291K | ﹤0.01% | 924 |
|
|
2023
Q4 | $533K | Sell |
15,964
-2,932
| -16% | -$97.9K | 0.01% | 709 |
|
|
2023
Q3 | $592K | Hold |
18,896
| – | – | 0.01% | 467 |
|
|
2023
Q2 | $598K | Buy |
+18,896
| New | +$598K | 0.01% | 467 |
|