Sound View Wealth Advisors Group’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
Q2 | $458K | Hold |
|
|||||
|
2025
Q1 | $430K | Hold |
|
|||||
|
2024
Q4 | $438K | Hold |
|
|||||
|
2024
Q3 | $432K | Buy |
|
|||||
|
2024
Q2 | $298K | Hold |
|
|||||
|
2024
Q1 | $290K | Sell |
|
|||||
|
2023
Q4 | $314K | Hold |
|
|||||
|
2023
Q3 | $292K | Sell |
|
|||||
|
2023
Q2 | $337K | Hold |
|
|||||
|
2023
Q1 | $316K | Buy |
|
|||||
|
2022
Q4 | $314K | Buy |
|