Soltis Investment Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.21M | Buy |
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|
2025
Q2 | $231K | Hold |
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|
2025
Q1 | $217K | Hold |
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|
2024
Q4 | $221K | Hold |
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|
2024
Q3 | $217K | Sell |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $625K | Sell |
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|
2023
Q1 | $646K | Buy |
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|
2022
Q4 | $586K | Sell |
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|
2022
Q3 | $655K | Sell |
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|
2022
Q2 | $3.92M | Sell |
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|
2022
Q1 | $10.9M | Buy |
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|
2021
Q4 | $827K | Sell |
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|
2021
Q3 | $1.31M | Sell |
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|
2021
Q2 | $3.36M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $212K | Buy |
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