Summit Wealth Partners’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $577K | Buy |
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|
2024
Q2 | $530K | Sell |
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|
2024
Q1 | $4.48M | Sell |
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|
2023
Q4 | $4.41M | Sell |
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|
2023
Q3 | $4.4M | Sell |
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|
2023
Q2 | $5.19M | Sell |
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|
2023
Q1 | $5.04M | Sell |
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|
2022
Q4 | $5.26M | Sell |
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|
2022
Q3 | $5.01M | Buy |
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|
2022
Q2 | $273K | Buy |
|