Summit Wealth Partners’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,060	Closed	-$220K	–	189
2022 Q4	$220K	Hold	9,060	–	–	0.06%	164
2022 Q3	$209K	Buy	+9,060	New	+$209K	0.06%	151