Summit Wealth Partners’s Innovator Growth-100 Power Buffer ETF July NJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Hold |
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|
2025
Q1 | $495K | Hold |
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|
2024
Q4 | $517K | Sell |
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|
2024
Q3 | $770K | Buy |
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $3.79M | Sell |
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|
2023
Q4 | $4M | Sell |
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|
2023
Q3 | $3.76M | Buy |
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|
2023
Q2 | $3.66M | Buy |
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|
2023
Q1 | $3.04M | Sell |
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|
2022
Q4 | $2.71M | Sell |
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|
2022
Q3 | $2.76M | Buy |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $258K | Hold |
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|
2021
Q3 | $248K | Sell |
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $342K | Sell |
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|
2020
Q4 | $349K | Sell |
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|
2020
Q3 | $594K | Buy |
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