Sequoia Financial Advisors’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Hold |
12,250
| – | – | ﹤0.01% | 1027 |
|
|
2025
Q1 | $439K | Sell |
12,250
-10,500
| -46% | -$376K | ﹤0.01% | 896 |
|
|
2024
Q4 | $817K | Sell |
22,750
-5,237
| -19% | -$188K | 0.01% | 645 |
|
|
2024
Q3 | $986K | Hold |
27,987
| – | – | 0.01% | 551 |
|
|
2024
Q2 | $955K | Sell |
27,987
-293
| -1% | -$9.99K | 0.01% | 489 |
|
|
2024
Q1 | $918K | Hold |
28,280
| – | – | 0.01% | 494 |
|
|
2023
Q4 | $890K | Hold |
28,280
| – | – | 0.01% | 559 |
|
|
2023
Q3 | $835K | Hold |
28,280
| – | – | 0.01% | 380 |
|
|
2023
Q2 | $844K | Buy |
+28,280
| New | +$844K | 0.01% | 381 |
|