Summit Wealth Partners’s Innovator US Equity Power Buffer ETF May PMAY 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 | $299K | Sell |
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2024
Q2 | $347K | Sell |
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2024
Q1 | $376K | Sell |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $482K | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.3M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $364K | Sell |
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|
2020
Q2 | $683K | Buy |
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