SWPG
Strategic Wealth Partners Group’s Innovator US Equity Power Buffer ETF February PFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $8.12M | Buy |
237,590
+123,402
| +108% | +$4.22M | 0.9% | 22 |
|
|
2023
Q4 | $3.73M | Sell |
114,188
-15,982
| -12% | -$522K | 0.47% | 32 |
|
|
2023
Q3 | $3.96M | Sell |
130,170
-38,325
| -23% | -$1.17M | 0.59% | 25 |
|
|
2023
Q2 | $5.19M | Sell |
168,495
-3,662
| -2% | -$113K | 0.75% | 24 |
|
|
2023
Q1 | $5.04M | Buy |
+172,157
| New | +$5.04M | 0.83% | 21 |
|