Summit Wealth Partners’s Innovator US Equity Power Buffer ETF June PJUN 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 | $1.56M | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $2.63M | Sell |
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|
2023
Q1 | $2.63M | Sell |
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|
2022
Q4 | $2.79M | Sell |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $5.61M | Buy |
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