SVWAG
Sound View Wealth Advisors Group’s Innovator US Equity Power Buffer ETF December PDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
6,603
-765
| -10% | -$30.6K | 0.02% | 366 |
|
|
2025
Q1 | $277K | Hold |
7,368
| – | – | 0.02% | 346 |
|
|
2024
Q4 | $283K | Buy |
7,368
+257
| +4% | +$9.87K | 0.02% | 350 |
|
|
2024
Q3 | $272K | Sell |
7,111
-980
| -12% | -$37.5K | 0.02% | 352 |
|
|
2024
Q2 | $303K | Sell |
8,091
-2,811
| -26% | -$105K | 0.03% | 299 |
|
|
2024
Q1 | $399K | Sell |
10,902
-9,368
| -46% | -$343K | 0.04% | 265 |
|
|
2023
Q4 | $711K | Hold |
20,270
| – | – | 0.08% | 197 |
|
|
2023
Q3 | $656K | Sell |
20,270
-783
| -4% | -$25.3K | 0.08% | 189 |
|
|
2023
Q2 | $701K | Sell |
21,053
-920
| -4% | -$30.6K | 0.09% | 185 |
|
|
2023
Q1 | $691K | Buy |
21,973
+1,703
| +8% | +$53.6K | 0.09% | 180 |
|
|
2022
Q4 | $711K | Buy |
+20,270
| New | +$711K | 0.08% | 197 |
|